PFG
Pacific Financial Group Portfolio holdings
AUM
$128M
1-Year Return
11.93%
This Quarter Return
-14.52%
1 Year Return
+11.93%
3 Year Return
+47.66%
5 Year Return
+81.42%
10 Year Return
–
AUM
$630M
AUM Growth
–
Cap. Flow
+$630M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.74%
Holding
57
New
57
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$79.8M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$60.4M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$55.5M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
+$46.3M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$35.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 0.05% |
