Portfolio (Quarterly)
Guide ↗
Pacific Sun Financial Corp
· CIK 0000947517| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,084 | $446K | 0.21% | SOLD |
| 2 | CRM | SALESFORCE INC | Technology | 812 | $215K | 0.10% | SOLD |
| 3 | BA | BOEING CO | Industrials | 991 | $215K | 0.10% | SOLD |
| 4 | GLD | SPDR GOLD TR | Financial Services | 527 | $209K | 0.10% | SOLD |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,154 | $205K | 0.10% | SOLD |
| 6 | CGW | INVESCO EXCH TRADED FD TR II | — | 3,245 | $204K | 0.10% | SOLD |
| 7 | RSPH | INVESCO EXCHANGE TRADED FD T | — | 6,395 | $204K | 0.10% | SOLD |
| 8 | IXJ | ISHARES TR | — | 2,072 | $202K | 0.10% | SOLD |
| 9 | — | MODULAR MED INC | — | 24,000 | $9K | 0.00% | SOLD |
Sector Allocation
Technology
35.6%
Consumer Cyclical
13.3%
Financial Services
13.0%
Real Estate
12.6%
Communication Services
9.1%
Consumer Defensive
5.8%
Industrials
4.9%
Healthcare
3.3%
Energy
1.4%
Utilities
0.9%