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PFG

Pacific Financial Group Portfolio holdings

AUM $186M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$433K
3
+$371K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$201K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$192K

Top Sells

1
+$1.17M
2
+$798K
3
+$517K
4
TSM icon
TSMC
TSM
+$447K
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$379K

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$422K 0.31%
4,370
+344
52
$415K 0.31%
1,714
-44
53
$325K 0.24%
2,328
54
$301K 0.22%
492
-18
55
$294K 0.22%
4,996
+13
56
$265K 0.2%
2,405
57
$249K 0.18%
6,049
+5
58
$244K 0.18%
960
+113
59
$228K 0.17%
6,057
60
$209K 0.16%
2,383
-88
61
$202K 0.15%
+3,809
62
– –
-1,062
63
– –
-1,972
1 2
3