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
$76.8M
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 0.02%
2 Technology 0.02%
3 Energy 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-29
102
-831
103
-200
104
-200
105
-295
106
-500
107
-50
108
-200
109
-3,000
110
-467
111
-2
112
-240
113
-58
114
-200
115
-50
116
-8
117
-5,631
118
-318
119
-650
120
-100
121
-1,972
122
-22,540
123
-467
124
-1,022
125
-105,604