PI

PFG Investments Portfolio holdings

AUM $1.93B
1-Year Est. Return 25.31%
This Quarter Est. Return
1 Year Est. Return
+25.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$35.8M
3
+$20.3M
4
AMZN icon
Amazon
AMZN
+$18.3M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$17.7M

Top Sells

1
+$1.73M
2
+$1.67M
3
+$1.49M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.38M
5
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$1.3M

Sector Composition

1 Technology 19.51%
2 Consumer Discretionary 7.03%
3 Healthcare 6.07%
4 Financials 5.84%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$698K 0.04%
+10,363
427
$697K 0.04%
+41,459
428
$687K 0.04%
+15,773
429
$681K 0.04%
18,366
+9,685
430
$680K 0.04%
13,571
+5,241
431
$680K 0.04%
4,207
+2,265
432
$680K 0.04%
+13,818
433
$678K 0.04%
21,988
+9,285
434
$678K 0.04%
16,094
+2,645
435
$675K 0.04%
+13,688
436
$668K 0.04%
+29,058
437
$666K 0.04%
6,964
+1,329
438
$655K 0.04%
5,997
+1,573
439
$650K 0.04%
+6,402
440
$650K 0.04%
+30,028
441
$649K 0.04%
+27,115
442
$648K 0.04%
+20,053
443
$647K 0.04%
18,878
+374
444
$644K 0.04%
+3,760
445
$644K 0.04%
+5,405
446
$642K 0.04%
+27,638
447
$636K 0.04%
10,667
+493
448
$635K 0.04%
25,653
+8,284
449
$633K 0.04%
14,758
+6,164
450
$632K 0.04%
+26,544
16 17
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