PFG

Pacific Financial Group Portfolio holdings

AUM $180M
1-Year Est. Return 13.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$3.22M
3
+$3.01M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.51M
5
SURE icon
AdvisorShares Insider Advantage ETF
SURE
+$1.93M

Top Sells

1
+$5.29M
2
+$3.4M
3
+$2.47M
4
PWB icon
Invesco Large Cap Growth ETF
PWB
+$1.73M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.62M

Sector Composition

1 Technology 0.02%
2 Consumer Staples 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2K ﹤0.01%
160
52
– –
-22,189
53
– –
-29,967
54
– –
-30,898
55
– –
-34,576
56
– –
-26,956
57
– –
-32,636
58
– –
-29,207
1 2
3