PACIFIC SUN FINANCIAL CORP
RIA/Wealth
PACIFIC SUN FINANCIAL CORP is a RIA/Wealth based in Los Angeles, CA led by Mitchell Jeffrey Fisher, reporting $268.0M in AUM as of Q3 2025 with 75% ETF concentration.
PresidentMitchell Jeffrey Fisher
- Portfolio Value
- $207.0M
- Positions
- 196
- Top Holding
- AAPL at 5.87%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PACIFIC SUN FINANCIAL CORP's portfolio (28% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $12.2M | 5.87% | +$34.6K Bought | 0.00% 47.7K shares | |
ETF ETF | $8.1M | 3.93% | -$61.6K Sold | — 29.1K shares | |
Insurance - Diversified Financial Services | $6.7M | 3.22% | +$258.9K Bought | 0.00% 13.3K shares | |
ETF ETF | $5.5M | 2.67% | +$29.6K Bought | — 19.6K shares | |
ETF ETF | $5.1M | 2.44% | -$83.0K Sold | — 53.6K shares | |
ETF ETF | $4.5M | 2.18% | +$17.1K Bought | — 29.1K shares | |
ETF ETF | $4.3M | 2.08% | +$76.0K Bought | — 56.6K shares | |
ETF ETF | $4.2M | 2.04% | -$44.9K Sold | — 18.0K shares | |
Auto - Manufacturers Consumer Cyclical | $3.8M | 1.82% | +$58.7K Bought | 0.00% 8.5K shares | |
ETF ETF | $3.6M | 1.72% | -$13.8K Sold | — 5.9K shares |
Analytics
Portfolio insights and performance metrics for PACIFIC SUN FINANCIAL CORP
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