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
$127M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$5.4M
2 +$3.84M
3 +$3.61M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.26M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.07M

Sector Composition

1 Utilities 0.19%
2 Technology 0.08%
3 Consumer Discretionary 0.08%
4 Industrials 0.04%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$0 ﹤0.01%
+6
127
$0 ﹤0.01%
+3
128
$0 ﹤0.01%
+3
129
$0 ﹤0.01%
+9
130
$0 ﹤0.01%
+8
131
$0 ﹤0.01%
+1
132
0
133
-10,908
134
$0 ﹤0.01%
+30
135
-49,112
136
$0 ﹤0.01%
+10
137
$0 ﹤0.01%
+150