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PFG
Premier Financial Group Portfolio holdings
AUM
$587M
1-Year Est. Return
21.88%
This Fund
S&P 500
1 Year Est. Return
+21.88%
AUM
$587M
AUM Growth
+$204M
(+53%)
Holding
62
Top Buys
| 1 | +$787K | |
| 2 | +$322K | |
| 3 | +$247K | |
| 4 |
Dimensional US Large Cap Value ETF
DFLV
|
+$113K |
| 5 |
Dimensional International Small Cap Value ETF
DISV
|
+$95.4K |
Top Sells
| 1 | +$538K | |
| 2 | +$483K | |
| 3 | +$221K | |
| 4 |
iShares Silver Trust
SLV
|
+$180K |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
+$162K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Invesco QQQ Trust
QQQ
$489B
| – | – |
-77
|
|
||
52
Invesco S&P 500 Equal Weight ETF
RSP
$91.1B
| – | – |
-216
|
|
||
53
Cambria Shareholder Yield ETF
SYLD
$914M
| – | – |
-82
|
|
||
54
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.9B
| – | – |
-788
|
|
||
55
State Street Health Care Select Sector SPDR ETF
XLV
$38.1B
| – | – |
-54
|
|
||
56
Monarch Dividend Plus Index ETF
MDPL
$57.5M
| – | – |
-934
|
|