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
751
$291K 0.02%
+3,401
752
$290K 0.02%
4,504
+181
753
$289K 0.02%
4,271
+1,048
754
$289K 0.02%
+3,083
755
$289K 0.02%
+13,404
756
$289K 0.02%
+17,926
757
$287K 0.02%
+67,029
758
$287K 0.02%
+2,999
759
$286K 0.02%
+10,184
760
$285K 0.02%
6,083
+885
761
$285K 0.02%
+8,954
762
$284K 0.02%
+1,959
763
$283K 0.02%
+1,428
764
$282K 0.02%
+1,936
765
$282K 0.02%
+12,658
766
$281K 0.02%
+1,306
767
$281K 0.02%
+5,714
768
$281K 0.02%
+1,318
769
$280K 0.02%
+4,856
770
$279K 0.02%
+680
771
$278K 0.02%
+8,422
772
$277K 0.02%
+3,285
773
$277K 0.02%
+8,157
774
$276K 0.02%
527
+12
775
$275K 0.02%
+3,500
29 30
31
32 33