PGF
Plan Group Financial Portfolio holdings
AUM
$304M
This Quarter Return
+2.88%
1 Year Return
+13.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.8%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.81% |
| 2 | Energy | 4.67% |
| 3 | Financials | 1.63% |
| 4 | Healthcare | 1.57% |
| 5 | Consumer Discretionary | 0.92% |
