PI
PFG Investments Portfolio holdings
AUM
$1.71B
1-Year Return
22.04%
This Quarter Return
+10.77%
1 Year Return
+22.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$490M
AUM Growth
–
Cap. Flow
+$490M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.15%
Holding
496
New
495
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$34.8M |
| 2 |
Tesla
TSLA
|
$20.2M |
| 3 |
PIMCO Corporate & Income Opportunity Fund
PTY
|
$18.8M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$11.8M |
| 5 |
Microsoft
MSFT
|
$10.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.94% |
| 2 | Consumer Discretionary | 8.21% |
| 3 | Healthcare | 6.48% |
| 4 | Financials | 5.55% |
| 5 | Industrials | 4.21% |
