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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 $175,779,856
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 46,037 $10,226,275 5.82%
2.
First Tr Exchange-Traded Fd
 29,355 $6,521,213 3.71%
3.
Berkshire Hathaway Inc
 BRK.A 12,137 $6,463,711 3.68%
4.
Spdr Series Trust
 55,793 $4,630,802 2.63%
5.
Sector Spdr Trust
 XLB 19,192 $3,962,764 2.25%
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)