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PGF
Plan Group Financial Portfolio holdings
AUM
$426M
1-Year Est. Return
20.3%
This Fund
S&P 500
1 Year Est. Return
+20.3%
AUM
$426M
AUM Growth
+$40.8M
(+11%)
Holding
243
Top Buys
| 1 | +$5.23M | |
| 2 | +$4.76M | |
| 3 | +$3.04M | |
| 4 |
FITB
Fifth Third Bancorp
FITB
|
+$3.01M |
| 5 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$2.9M |
Top Sells
| 1 | +$5.17M | |
| 2 | +$2.79M | |
| 3 | +$2.16M | |
| 4 |
SPDR Gold Trust
GLD
|
+$1.82M |
| 5 |
Franklin International Low Volatility High Dividend Index ETF
LVHI
|
+$1.66M |
Sector Composition
| 1 | Financials | 10.34% |
| 2 | Energy | 5.91% |
| 3 | Technology | 5.12% |
| 4 | Utilities | 3.82% |
| 5 | Consumer Staples | 2.98% |
