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Home > Institutional Investor > Pacific Financial Group Inc > Profile

Instuitional Investor - Pacific Financial Group Inc

Fund Profile
Filing Period:
Fund Name: Pacific Financial Group Inc
Portfolio Value $208,627,298
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 32,680 $24,473,626 11.73%
2.
Invesco Qqq Tr
 20,412 $15,035,059 7.21%
3.
Ishares Trust
 IEF 87,103 $11,979,297 5.74%
4.
Spdr S & P 500 Etf Trust
 SPY 12,223 $9,139,553 4.38%
5.
Ishares Trust
 IEF 53,339 $7,910,706 3.79%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.