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
551
$435K 0.03%
10,553
-526
552
$435K 0.03%
+32,461
553
$433K 0.03%
13,046
-4,179
554
$433K 0.03%
6,875
+1,608
555
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556
$433K 0.03%
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557
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$432K 0.03%
8,837
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559
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560
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6,144
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561
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4,469
-195
562
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35,468
-4,026
563
$424K 0.03%
39,148
+27,778
564
$422K 0.03%
19,102
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565
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566
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567
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568
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53,045
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569
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17,032
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570
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8,895
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571
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54,842
-1,610
572
$414K 0.03%
9,614
-1,281
573
$414K 0.03%
+17,119
574
$413K 0.03%
5,246
+26
575
$412K 0.03%
61,677
+3,825
21 22
23
24 25