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Home > Institutional Investor > Pacific Sun Financial Corp > Profile

Instuitional Investor - Pacific Sun Financial Corp

Fund Profile
Filing Period:
Fund Name: Pacific Sun Financial Corp
Portfolio Value $183,556,192
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 45,310 $11,346,566 6.18%
2.
First Tr Exchange-Traded Fd
 29,931 $7,278,321 3.96%
3.
Berkshire Hathaway Inc
 BRK.A 12,214 $5,536,181 3.01%
4.
Spdr Series Trust
 55,294 $4,995,795 2.72%
5.
Sector Spdr Trust
 XLB 18,544 $4,311,851 2.34%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)