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
576
$444K 0.03%
2,703
+1,074
577
$444K 0.03%
+21,880
578
$443K 0.03%
20,070
-143
579
$442K 0.03%
+84,870
580
$440K 0.03%
28,565
+2,318
581
$440K 0.03%
9,708
+3,576
582
$437K 0.03%
2,734
+414
583
$435K 0.03%
+8,285
584
$435K 0.03%
+1,725
585
$435K 0.03%
+15,567
586
$434K 0.03%
+15,452
587
$433K 0.03%
+17,933
588
$433K 0.03%
+46,220
589
$432K 0.03%
+4,898
590
$430K 0.03%
1,250
+35
591
$430K 0.03%
+30,500
592
$429K 0.03%
+7,903
593
$428K 0.03%
26,600
+8,800
594
$426K 0.03%
+8,016
595
$425K 0.03%
16,781
+6,058
596
$425K 0.03%
1,394
+177
597
$422K 0.03%
+35,273
598
$421K 0.03%
+1,625
599
$420K 0.03%
+39,782
600
$420K 0.03%
+1,550
22 23
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