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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
1076
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-1,945
1077
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1078
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-3,640
1079
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-10,405
1080
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1081
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-6,181
1082
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1083
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-27,000
1084
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1085
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-3,275
1086
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1087
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1088
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-935
1089
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-106,500
1090
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1091
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1092
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-22,352
1093
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1094
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1095
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1096
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-195,330
1097
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-20,000
1098
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-5,226
1100
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-2,400
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