PFG

Pacific Financial Group Portfolio holdings

AUM $135M
1-Year Est. Return 12.85%
This Quarter Est. Return
1 Year Est. Return
+12.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$630M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$60.4M
3
+$55.5M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$46.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$35.1M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$416K 0.07%
+7,436
52
$324K 0.05%
+5,511
53
$290K 0.05%
+5,600
54
$268K 0.04%
+6,469
55
$267K 0.04%
+2,423
56
$242K 0.04%
+3,164
57
$220K 0.03%
+1,964
1 2
3