PSF
Pacific Sun Financial Portfolio holdings
AUM
$208M
1-Year Est. Return
15.59%
This Fund
S&P 500
1 Year Est. Return
+15.59%
AUM
$207M
AUM Growth
+$15.5M
(+8.1%)
Holding
201
Top Buys
| 1 | +$324K | |
| 2 | +$313K | |
| 3 | +$266K | |
| 4 |
AvalonBay Communities
AVB
|
+$259K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$259K |
Top Sells
| 1 | +$291K | |
| 2 | +$250K | |
| 3 | +$245K | |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$234K |
| 5 |
Salesforce
CRM
|
+$202K |
Sector Composition
| 1 | Technology | 8.93% |
| 2 | Financials | 3.72% |
| 3 | Consumer Discretionary | 3.43% |
| 4 | Communication Services | 2.33% |
| 5 | Real Estate | 2.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Badger Meter
BMI
$4.46B
| – | – |
-1,020
|
|