PI
PFG Investments Portfolio holdings
AUM
$1.71B
1-Year Return
22.04%
This Quarter Return
+9.86%
1 Year Return
+22.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.65B
AUM Growth
+$1.12B
(+207%)
Cap. Flow
+$1.08B
Cap. Flow
% of AUM
65.51%
Top 10 Holdings %
Top 10 Hldgs %
21.01%
Holding
1,055
New
570
Increased
424
Reduced
43
Closed
13
Top Buys
| 1 |
Apple
AAPL
|
+$64.3M |
| 2 |
Microsoft
MSFT
|
+$35.8M |
| 3 |
NVIDIA
NVDA
|
+$20.3M |
| 4 |
Amazon
AMZN
|
+$18.3M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$17.7M |
Top Sells
| 1 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$1.73M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
+$1.67M |
| 3 |
iShares US Medical Devices ETF
IHI
|
+$1.49M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.38M |
| 5 |
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% |
