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
$134M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Sells

1 +$5.58M
2 +$5.13M
3 +$4.87M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$4.62M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$4.56M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$278K 0.21%
6,769
-499
52
$278K 0.21%
3,689
+149
53
$266K 0.2%
3,796
+3
54
$248K 0.18%
5,341
-1,005
55
$244K 0.18%
3,274
+9
56
$223K 0.17%
2,879
-41
57
-373,384
58
-176,891