PFG
Premier Financial Group Portfolio holdings
AUM
$374M
1 Year Est. Return
–
AUM
$374M
AUM Growth
+$14.5M
(+4%)
Holding
63
Top Buys
| 1 | +$254K | |
| 2 | +$252K | |
| 3 | +$248K | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$248K |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$242K |
Top Sells
| 1 | +$254K | |
| 2 | +$220K | |
| 3 | +$215K | |
| 4 |
Dimensional International Sustainability Core 1 ETF
DFSI
|
+$156K |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
+$80.9K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares US Technology ETF
IYW
$23.3B
| $3.31K | ﹤0.01% |
+17
|
|
||
52
FT Vest Fund of Buffer ETFs
BUFR
$7.61B
| $3.07K | ﹤0.01% |
+92
|
|
||
53
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.19B
| $2.96K | ﹤0.01% |
+84
|
|
||
54
Materials Select Sector SPDR Fund
XLB
$5.29B
| $2.41K | ﹤0.01% |
27
|
|
||
55
Global X Uranium ETF
URA
$5.84B
| $2.21K | ﹤0.01% |
+46
|
|
||
56
Global X Lithium & Battery Tech ETF
LIT
$1.42B
| $1.81K | ﹤0.01% |
+32
|
|
||
|
BTC
57
Grayscale Bitcoin Mini Trust ETF
BTC
$4.8B
| $1.36K | ﹤0.01% |
27
|
|
||
58
iShares Core US Aggregate Bond ETF
AGG
$132B
| $702 | ﹤0.01% |
7
|
|
||
59
Vanguard Total International Bond ETF
BNDX
$69.8B
| $643 | ﹤0.01% |
13
|
|
||
60
iShares MSCI USA Momentum Factor ETF
MTUM
$19.3B
| $255 | ﹤0.01% |
1
|
|
||
61
Dimensional Emerging Core Equity Market ETF
DFAE
$7.1B
| $63 | ﹤0.01% |
2
|
|
||
62
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.33B
| $48 | ﹤0.01% |
1
|
|
||
63
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$317M
| $43 | ﹤0.01% |
1
|
|