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
701
$332K 0.02%
+5,268
702
$332K 0.02%
326
+3
703
$332K 0.02%
+5,207
704
$330K 0.02%
+12,173
705
$329K 0.02%
2,263
+782
706
$328K 0.02%
+10,268
707
$327K 0.02%
5,093
+600
708
$326K 0.02%
9,972
+40
709
$325K 0.02%
2,470
+812
710
$324K 0.02%
1,336
+333
711
$322K 0.02%
+6,732
712
$322K 0.02%
+16,410
713
$320K 0.02%
+1,177
714
$319K 0.02%
+22,868
715
$319K 0.02%
+129,199
716
$318K 0.02%
+3,600
717
$318K 0.02%
1,609
+275
718
$318K 0.02%
+13,541
719
$317K 0.02%
+3,005
720
$315K 0.02%
8,954
-1,778
721
$315K 0.02%
8,763
+704
722
$315K 0.02%
+7,388
723
$313K 0.02%
7,846
+1,040
724
$312K 0.02%
+4,895
725
$308K 0.02%
+4,204
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