PI

PFG Investments Portfolio holdings

AUM $2.12B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.38M
3
+$2.99M
4
TSLA icon
Tesla
TSLA
+$2.58M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.39M

Top Sells

1
+$2.15M
2
+$1.5M
3
+$1.46M
4
FND icon
Floor & Decor
FND
+$1.25M
5
LAND
Gladstone Land Corp
LAND
+$1.22M

Sector Composition

1 Technology 23.33%
2 Consumer Discretionary 8.84%
3 Financials 6.79%
4 Communication Services 5.69%
5 Healthcare 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$223K 0.01%
4,412
-28
852
$223K 0.01%
3,593
-1,328
853
$223K 0.01%
22,821
+3,192
854
$222K 0.01%
11,210
+90
855
$222K 0.01%
13,663
-4,915
856
$222K 0.01%
4,197
-446
857
$221K 0.01%
12,836
-307
858
$220K 0.01%
2,421
-105
859
$220K 0.01%
2,591
-19
860
$218K 0.01%
+4,427
861
$217K 0.01%
433
862
$217K 0.01%
+9,842
863
$217K 0.01%
5,176
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864
$216K 0.01%
+2,964
865
$216K 0.01%
1,825
-14
866
$215K 0.01%
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867
$215K 0.01%
1,768
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868
$215K 0.01%
1,953
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869
$215K 0.01%
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870
$215K 0.01%
+2,500
871
$214K 0.01%
3,226
+141
872
$213K 0.01%
2,426
-1,176
873
$212K 0.01%
4,555
+40
874
$212K 0.01%
22,189
-2,953
875
$211K 0.01%
1,476
-1,212
33 34
35
36 37