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
601
$420K 0.03%
3,507
+1,226
602
$418K 0.03%
+1,583
603
$418K 0.03%
+10,894
604
$417K 0.03%
+88,656
605
$414K 0.03%
+20,353
606
$414K 0.03%
750
607
$413K 0.03%
+4,644
608
$413K 0.03%
+14,269
609
$410K 0.02%
+55,447
610
$409K 0.02%
+9,682
611
$408K 0.02%
+4,852
612
$407K 0.02%
+29,202
613
$407K 0.02%
+8,986
614
$407K 0.02%
+17,890
615
$406K 0.02%
+44,818
616
$406K 0.02%
+1,982
617
$405K 0.02%
+3,322
618
$405K 0.02%
+73,418
619
$404K 0.02%
9,042
-2,408
620
$402K 0.02%
+24,545
621
$401K 0.02%
+24,451
622
$401K 0.02%
63,371
+26,369
623
$400K 0.02%
19,222
+9,229
624
$400K 0.02%
5,307
+622
625
$400K 0.02%
+16,820
23 24
25
26 27