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
776
$275K 0.02%
+5,954
777
$274K 0.02%
5,780
-5,244
778
$273K 0.02%
+2,212
779
$272K 0.02%
+2,290
780
$272K 0.02%
+22,767
781
$270K 0.02%
3,136
+106
782
$270K 0.02%
9,633
+748
783
$270K 0.02%
+3,512
784
$269K 0.02%
+13,708
785
$269K 0.02%
+15,500
786
$269K 0.02%
+19,035
787
$267K 0.02%
+4,193
788
$266K 0.02%
+6,035
789
$265K 0.02%
2,434
+547
790
$265K 0.02%
+18,538
791
$265K 0.02%
+8,478
792
$264K 0.02%
5,198
-10
793
$261K 0.02%
+10,832
794
$261K 0.02%
+744
795
$260K 0.02%
1,053
+184
796
$260K 0.02%
2,453
+137
797
$259K 0.02%
+12,086
798
$259K 0.02%
+9,151
799
$259K 0.02%
+447
800
$258K 0.02%
1,811
30 31
32
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