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
$133M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$9.59M
3
+$552K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$431K
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$400K

Top Sells

1
+$15.9M
2
+$404K
3
+$338K
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$217K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$204K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$230K 0.17%
+1,251
52
$209K 0.16%
2,844
-68
53
$205K 0.15%
+1,511
54
– –
-173,761
1 2
3