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PI

PFG Investments Portfolio holdings

AUM $2.15B
1-Year Est. Return 25.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.53%
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
1026
$3.92K ﹤0.01%
442
1027
– –
-16,895
1028
– –
-5,449
1029
– –
-1,986
1030
– –
-2,406
1031
– –
-12,200
1032
– –
-1,692
1033
– –
-35,250
1034
– –
-1,797
1035
– –
-3,480
1036
– –
-2,162
1037
– –
-27,253
1038
– –
-18,002
1039
– –
-3,681
1040
– –
-16,913
1041
– –
-1,011
1042
– –
-10,076
1043
– –
-3,253
1044
– –
-12,423
1045
– –
-17,122
1046
– –
-2,890
1047
– –
-3,441
1048
– –
-5,643
1049
– –
-2,953
1050
– –
-10,690
40 41
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