Pacific Life Fund Advisors 13F annual report
Pacific Life Fund Advisors is an investment fund managing more than $1 trillion ran by Michael Clifton. There are currently 9 companies in Mr. Clifton’s portfolio. The largest investments include Vanguard Index Fds and Vanguard Bd Index Fds, together worth $532 billion.
$1 trillion Assets Under Management (AUM)
As of 26th July 2024, Pacific Life Fund Advisors’s top holding is 2,944,737 shares of Vanguard Index Fds currently worth over $470 billion and making up 46.9% of the portfolio value.
In addition, the fund holds 862,364 shares of Vanguard Bd Index Fds worth $62.1 billion.
The third-largest holding is Vanguard Intl Equity Index F worth $59.1 billion and the next is American Centy Etf Tr worth $144 billion, with 2,560,674 shares owned.
Currently, Pacific Life Fund Advisors's portfolio is worth at least $1 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Pacific Life Fund Advisors
The Pacific Life Fund Advisors office and employees reside in Newport Beach, California. According to the last 13-F report filed with the SEC, Michael Clifton serves as the Assistant Vice President at Pacific Life Fund Advisors.
Recent trades
In the most recent 13F filing, Pacific Life Fund Advisors revealed that it had opened a new position in
American Centy Etf Tr and bought 1,383,202 shares worth $85.6 billion.
The investment fund also strengthened its position in Vanguard Index Fds by buying
11,410 additional shares.
This makes their stake in Vanguard Index Fds total 2,944,737 shares worth $470 billion.
On the other hand, there are companies that Pacific Life Fund Advisors is getting rid of from its portfolio.
Pacific Life Fund Advisors closed its position in American Centy Etf Tr on 2nd August 2024.
It sold the previously owned 431,433 shares for $20 billion.
Michael Clifton also disclosed a decreased stake in Vanguard Bd Index Fds by 0.2%.
This leaves the value of the investment at $62.1 billion and 862,364 shares.
One of the average hedge funds
The two most similar investment funds to Pacific Life Fund Advisors are Optimus Prime Fund Management Co and Good Life Advisors. They manage $1 trillion and $1 trillion respectively.
The complete list of Pacific Life Fund Advisors trades based on 13F SEC filings
These positions were updated on August 2nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
0.39%
2,944,737
|
$469,632,472,000 | 46.87% |
| Vanguard Bd Index Fds |
22.21%
862,364
|
$62,133,326,000 | 6.20% |
| Vanguard Intl Equity Index F |
23.03%
1,284,356
|
$59,097,100,000 | 5.90% |
| American Centy Etf Tr |
35.03%
2,560,674
|
$143,907,527,000 | 14.36% |
| Vanguard Whitehall Fds |
17.53%
735,997
|
$46,301,571,000 | 4.62% |
| American Centy Etf Tr |
Opened
1,383,202
|
$85,594,113,000 | 8.54% |
| Ishares Tr |
17.64%
489,352
|
$80,404,952,000 | 8.03% |
| Ishares Tr |
Opened
301,715
|
$30,865,445,000 | 3.08% |
| Vanguard Scottsdale Fds |
Opened
255,767
|
$23,993,502,000 | 2.39% |
| American Centy Etf Tr |
Closed
431,433
|
$19,966,719,000 | |
| Ishares Tr |
Closed
49,403
|
$2,687,523,000 | |
| No transactions found | |||
| Showing first 500 out of 11 holdings | |||
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