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Home > Institutional Investor > Pacific Point Advisors, Llc > Profile

Instuitional Investor - Pacific Point Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Pacific Point Advisors, Llc
Portfolio Value $184,458,030
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 325,434 $29,852,045 16.18%
2.
C. H. Robinson Worldwide Inc.
 CHRW 271,802 $26,079,402 14.14%
3.
Tesla Inc.
 TSLA 19,339 $6,143,227 3.33%
4.
Microsoft Corp
 MSFT 11,061 $5,502,029 2.98%
5.
Ishares Trust
 IAU 68,862 $4,294,234 2.33%
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)