PI

PFG Investments Portfolio holdings

AUM $2.12B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.38M
3
+$2.99M
4
TSLA icon
Tesla
TSLA
+$2.58M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.39M

Top Sells

1
+$2.15M
2
+$1.5M
3
+$1.46M
4
FND icon
Floor & Decor
FND
+$1.25M
5
LAND
Gladstone Land Corp
LAND
+$1.22M

Sector Composition

1 Technology 23.33%
2 Consumer Discretionary 8.84%
3 Financials 6.79%
4 Communication Services 5.69%
5 Healthcare 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$791K 0.05%
39,114
-1,162
352
$789K 0.05%
16,374
-1,573
353
$782K 0.05%
1,244
-20
354
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5,884
+7
355
$774K 0.05%
9,024
-713
356
$771K 0.05%
45,151
+14,432
357
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1,668
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358
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14,448
+806
359
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2,204
-34
360
$761K 0.05%
8,433
+205
361
$759K 0.05%
8,076
-1,105
362
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3,730
+152
363
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14,650
+564
364
$748K 0.05%
21,820
-145
365
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14,700
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47,625
-5,420
367
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368
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195,087
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369
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7,199
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370
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8,159
-63
371
$725K 0.05%
8,113
+125
372
$723K 0.05%
12,687
+5
373
$722K 0.04%
18,148
-2,220
374
$721K 0.04%
28,791
-1,260
375
$714K 0.04%
7,785
-4,107
13 14
15
16 17