PFG
Pacific Financial Group Portfolio holdings
AUM
$128M
This Quarter Return
+2.51%
1 Year Return
+11.93%
3 Year Return
+47.66%
5 Year Return
+81.42%
10 Year Return
–
AUM
$828M
AUM Growth
+$828M
(+0.91%)
Cap. Flow
+$7.5M
Cap. Flow
% of AUM
0.91%
Top 10 Holdings %
Top 10 Hldgs %
66.94%
Holding
82
New
12
Increased
24
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$846K |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$548K |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
$533K |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$530K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$503K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.1% |
| 2 | Consumer Discretionary | 0.03% |
| 3 | Industrials | 0.03% |
| 4 | Communication Services | 0.03% |
| 5 | Materials | 0% |
