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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 $158,368,452
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 40,580 $7,812,794 4.93%
2.
First Tr Exchange-Traded Fd
 30,926 $5,769,245 3.64%
3.
Spdr Series Trust
 56,335 $4,711,279 2.97%
4.
Berkshire Hathaway Inc
 BRK.A 12,266 $4,374,649 2.76%
5.
Sector Spdr Trust
 XLB 18,066 $3,477,344 2.19%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)