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
826
$240K 0.01%
6,064
+615
827
$240K 0.01%
+2,557
828
$239K 0.01%
+1,606
829
$239K 0.01%
+20,216
830
$239K 0.01%
+3,218
831
$238K 0.01%
+2,854
832
$237K 0.01%
+29,454
833
$237K 0.01%
+1,229
834
$236K 0.01%
+8,256
835
$235K 0.01%
+3,144
836
$233K 0.01%
+1,380
837
$233K 0.01%
+9,072
838
$233K 0.01%
+1,850
839
$233K 0.01%
+5,827
840
$232K 0.01%
+51,448
841
$231K 0.01%
+2,489
842
$229K 0.01%
+858
843
$229K 0.01%
1,951
+251
844
$229K 0.01%
+20,005
845
$229K 0.01%
4,780
+230
846
$227K 0.01%
+112,622
847
$227K 0.01%
+2,383
848
$226K 0.01%
+92,773
849
$226K 0.01%
+4,604
850
$226K 0.01%
+7,843
32 33
34
35 36