PI

PFG Investments Portfolio holdings

AUM $2.12B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
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
+$68.2M
2
+$34.4M
3
+$17.7M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$17.2M
5
AMZN icon
Amazon
AMZN
+$16.9M

Top Sells

1
+$1.71M
2
+$1.66M
3
+$1.43M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.37M
5
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$1.27M

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
676
$349K 0.02%
7,514
+1,033
677
$349K 0.02%
+8,150
678
$347K 0.02%
6,459
+252
679
$346K 0.02%
7,301
+2,460
680
$346K 0.02%
6,649
+1,873
681
$345K 0.02%
991
+114
682
$345K 0.02%
+1,189
683
$345K 0.02%
+7,364
684
$344K 0.02%
+3,947
685
$343K 0.02%
+14,882
686
$342K 0.02%
+6,636
687
$342K 0.02%
+41,948
688
$341K 0.02%
1,298
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689
$340K 0.02%
+6,801
690
$339K 0.02%
+12,172
691
$339K 0.02%
+7,137
692
$339K 0.02%
+14,520
693
$339K 0.02%
+12,980
694
$338K 0.02%
+3,404
695
$338K 0.02%
+4,734
696
$336K 0.02%
+28,264
697
$336K 0.02%
+6,450
698
$335K 0.02%
+275
699
$334K 0.02%
9,617
+1,979
700
$333K 0.02%
1,877
+106
26 27
28
29 30