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
851
$225K 0.01%
+12,965
852
$225K 0.01%
+1,718
853
$225K 0.01%
4,838
-700
854
$224K 0.01%
+906
855
$223K 0.01%
8,108
+753
856
$221K 0.01%
+15,208
857
$221K 0.01%
+12,925
858
$220K 0.01%
+2,819
859
$220K 0.01%
+4,655
860
$220K 0.01%
+828
861
$219K 0.01%
+2,929
862
$219K 0.01%
6,804
-107
863
$218K 0.01%
+5,060
864
$217K 0.01%
+4,075
865
$217K 0.01%
+4,573
866
$216K 0.01%
+1,616
867
$216K 0.01%
+3,559
868
$215K 0.01%
+9,381
869
$215K 0.01%
+2,821
870
$214K 0.01%
+14,361
871
$214K 0.01%
+6,916
872
$214K 0.01%
+1,910
873
$214K 0.01%
4,463
+107
874
$214K 0.01%
+7,783
875
$213K 0.01%
+13,200
33 34
35
36 37