PP

Pacifica Partners Portfolio holdings

AUM $301M
1-Year Est. Return 43.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$10.4M
3 +$10.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.45M
5
AMD icon
Advanced Micro Devices
AMD
+$6.54M

Top Sells

1 +$4.78M
2 +$1.21M
3 +$762K
4
WMT icon
Walmart Inc
WMT
+$744K
5
CL icon
Colgate-Palmolive
CL
+$678K

Sector Composition

1 Technology 21.71%
2 Financials 19.06%
3 Energy 16.01%
4 Communication Services 7.39%
5 Consumer Staples 4.87%