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
726
$307K 0.02%
8,921
-19,907
727
$306K 0.02%
+3,425
728
$305K 0.02%
+4,685
729
$305K 0.02%
+2,759
730
$305K 0.02%
+2,397
731
$304K 0.02%
+6,000
732
$304K 0.02%
+78,859
733
$302K 0.02%
+14,250
734
$301K 0.02%
+1,867
735
$301K 0.02%
+6,078
736
$298K 0.02%
14,305
-30,124
737
$297K 0.02%
+1,781
738
$296K 0.02%
17,090
+1,054
739
$295K 0.02%
+59,790
740
$295K 0.02%
+5,651
741
$295K 0.02%
+5,403
742
$294K 0.02%
+11,095
743
$294K 0.02%
1,203
+222
744
$294K 0.02%
2,277
+206
745
$293K 0.02%
+30,298
746
$293K 0.02%
+1,127
747
$292K 0.02%
+7,330
748
$292K 0.02%
+27,456
749
$291K 0.02%
10,728
-3,564
750
$291K 0.02%
745
+176
28 29
30
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