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
$55.9M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$7.7M
2 +$6.12M
3 +$4.55M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.04%
2 Consumer Staples 0.03%
3 Industrials 0.01%
4 Healthcare 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$8K 0.01%
+153
52
$6K 0.01%
+128
53
$5K 0.01%
+100
54
$1K ﹤0.01%
+13
55
$1K ﹤0.01%
+6
56
$1K ﹤0.01%
+7
57
$1K ﹤0.01%
+160
58
$1K ﹤0.01%
+12
59
$1K ﹤0.01%
+19