PFG

Pacific Financial Group Portfolio holdings

AUM $128M
1-Year Est. Return 11.93%
This Quarter Est. Return
1 Year Est. Return
+11.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63M
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1 +$6.36M
2 +$4.44M
3 +$2.65M
4
XTN icon
SPDR S&P Transportation ETF
XTN
+$1.58M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.31M

Top Sells

1 +$65.2M
2 +$47.4M
3 +$17.5M
4
PWB icon
Invesco Large Cap Growth ETF
PWB
+$13.2M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$12.3M

Sector Composition

1 Industrials 0.05%
2 Technology 0.03%
3 Consumer Staples 0.03%
4 Consumer Discretionary 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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52
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55
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56
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57
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60
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67
-4,000