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
$1.55B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$3.88M
3
+$3.04M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2M
5
META icon
Meta Platforms (Facebook)
META
+$2M

Top Sells

1
+$9.23M
2
+$4.59M
3
+$2.7M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.13M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.03M

Sector Composition

1 Technology 23.08%
2 Consumer Discretionary 7.82%
3 Financials 6.62%
4 Healthcare 6.53%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$525K 0.03%
+4,689
477
$525K 0.03%
6,360
+520
478
$524K 0.03%
25,015
-304
479
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+1,468
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3,062
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481
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5,517
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482
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483
$521K 0.03%
8,466
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484
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12,846
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486
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487
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488
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1,708
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489
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28,136
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490
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494
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495
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119
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497
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30,996
498
$501K 0.03%
99,500
499
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3,684
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500
$500K 0.03%
3,230
-2
18 19
20
21 22