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Aman Bhangu

@Pacifica Partners Inc.

Latest period2024 - Q4ReportedManaged Assets$231.432MTotal holdings481
Assets growth rate-4.43%Assets growth rate (2-Q avg)-0.24%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pacifica Partners Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 481 positions.

Assets under management

The assets under management (AUM) of Pacifica Partners Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 231.432M in assets, with a quarterly growth rate of -4.43% and a 2-quarter average growth rate of -0.24%. The portfolio is managed by Aman Bhangu, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CBChubb Limited
Recent Activity
Increased 8.98%
0.11%
$231,697
850 shares@ $272.59 avg price
COPConocophillips
Recent Activity
Increased 40.29%
0.07%
$148,103
1,480 shares@ $100.07 avg price
PFFIshares Tr
Recent Activity
Increased 0.29%
0.05%
$111,374
3,500 shares@ $31.83 avg price
NUENucor Corp
Recent Activity
Increased 5.55%
0.05%
$109,013
952 shares@ $114.51 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 44.8%
0.04%
$86,974
682 shares@ $127.53 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 100%
0.04%
$79,392
3,076 shares@ $25.82 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 0.74%
0.04%
$78,301
1,369 shares@ $57.2 avg price
EMBIshares Tr
Recent Activity
Increased 0.37%
0.04%
$74,342
832 shares@ $89.36 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 1.63%
0.04%
$73,714
1,253 shares@ $58.84 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 200%
0.03%
$67,980
3,000 shares@ $22.66 avg price