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
$1.55B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$3.88M
3
+$3.04M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2M
5
META icon
Meta Platforms (Facebook)
META
+$2M

Top Sells

1
+$9.23M
2
+$4.59M
3
+$2.7M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.13M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.03M

Sector Composition

1 Technology 23.08%
2 Consumer Discretionary 7.82%
3 Financials 6.62%
4 Healthcare 6.53%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$211K 0.01%
+997
877
$210K 0.01%
17,666
-1,000
878
$210K 0.01%
+935
879
$209K 0.01%
6,181
-2,592
880
$209K 0.01%
12,925
881
$208K 0.01%
1,194
-373
882
$208K 0.01%
6,859
-13,611
883
$207K 0.01%
+5,449
884
$206K 0.01%
6,861
885
$205K 0.01%
+4,404
886
$204K 0.01%
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887
$204K 0.01%
+2,406
888
$204K 0.01%
4,747
-18,348
889
$203K 0.01%
1,839
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890
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891
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3,114
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894
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895
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26,850
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896
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11,409
897
$189K 0.01%
195,330
-39,900
898
$188K 0.01%
16,068
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899
$187K 0.01%
18,766
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900
$183K 0.01%
30,574
-1,313
34 35
36
37 38