PI

PFS Investments Portfolio holdings

AUM $6.12B
1-Year Est. Return 12.74%
This Quarter Est. Return
1 Year Est. Return
+12.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.51M
AUM Growth
-$4.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 22.38%
2 Technology 6.26%
3 Financials 4.68%
4 Energy 2.81%
5 Industrials 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-31,644
452
-42,566
453
-91,348
454
-50,560