PGF
Plan Group Financial Portfolio holdings
AUM
$372M
1-Year Est. Return
13.11%
1 Year Est. Return
+13.11%
AUM
$304M
AUM Growth
+$24M
(+8.6%)
Holding
176
Top Buys
| 1 | +$4.75M | |
| 2 | +$4.52M | |
| 3 | +$2.3M | |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$2.06M |
| 5 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$2.02M |
Top Sells
| 1 | +$3.96M | |
| 2 | +$3.4M | |
| 3 | +$3.4M | |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$3.34M |
| 5 |
Invesco International BuyBack Achievers ETF
IPKW
|
+$1.92M |
Sector Composition
| 1 | Technology | 5.3% |
| 2 | Energy | 4.6% |
| 3 | Financials | 4.59% |
| 4 | Utilities | 3.4% |
| 5 | Consumer Staples | 3.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares Core US Aggregate Bond ETF
AGG
$133B
| – | – |
-4,209
|
|