PP
Pacifica Partners Portfolio holdings
AUM
$246M
This Quarter Return
+7.61%
1 Year Return
+16.7%
3 Year Return
+59.92%
5 Year Return
+117.38%
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
99.92%
Top 10 Holdings %
Top 10 Hldgs %
33.61%
Holding
371
New
370
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$5.87M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$4.32M |
| 3 |
Bank of America
BAC
|
$3.97M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$3.89M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$3.44M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 24.07% |
| 2 | Technology | 13.1% |
| 3 | Energy | 12.94% |
| 4 | Communication Services | 10.09% |
| 5 | Industrials | 8.39% |
