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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 $191,482,136
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 47,587 $9,763,339 5.1%
2.
First Tr Exchange-Traded Fd
 29,270 $7,883,289 4.12%
3.
Berkshire Hathaway Inc
 BRK.A 12,755 $6,195,802 3.24%
4.
Sector Spdr Trust
 XLB 19,513 $4,941,277 2.58%
5.
Spdr Series Trust
 54,440 $4,831,532 2.52%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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