Pacific Financial Group
Latest statistics and disclosures from Pacific Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJR, IVW, IVV, VOO, JKG, and represent 35.79% of Pacific Financial Group's stock portfolio.
- Added to shares of these 10 stocks: JKG (+$7.1M), IVW (+$6.3M), VOO (+$5.6M), SPYV, IJR, XLB, PEJ, XRT, GSLC, ARKK.
- Started 8 new stock positions in GSLC, XLB, ARKK, XRT, JKG, VONG, PEJ, SPYV.
- Reduced shares in these 10 stocks: IJH (-$7.1M), VUG (-$6.5M), SPHQ (-$6.4M), VEA (-$6.1M), VTV, , , BNDX, BSV, .
- Sold out of its positions in ABBV, AMZN, AAL, AXP, AIG, AMGN, AAPL, ACB, CCL, CARR.
- Pacific Financial Group was a net seller of stock by $-16M.
- Pacific Financial Group has $113M in assets under management (AUM), dropping by -11.04%.
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Portfolio Holdings for Pacific Financial Group
Companies in the Pacific Financial Group portfolio as of the December 2020 quarterly 13F filing
Past Filings by Pacific Financial Group
SEC 13F filings are viewable for Pacific Financial Group going back to 2011
- Pacific Financial Group 2020 Q4 filed Jan. 12, 2021
- Pacific Financial Group 2020 Q3 filed Nov. 9, 2020
- Pacific Financial Group 2020 Q2 filed July 6, 2020
- Pacific Financial Group 2020 Q1 filed April 8, 2020
- Pacific Financial Group 2019 Q4 filed Jan. 7, 2020
- Pacific Financial Group 2019 Q3 filed Oct. 3, 2019
- Pacific Financial Group 2019 Q2 filed July 8, 2019
- Pacific Financial Group 2019 Q1 filed May 14, 2019
- Pacific Financial Group 2018 Q4 filed Feb. 13, 2019
- Pacific Financial 2016 Q2 filed July 27, 2016
- Pacific Financial 2015 Q4 filed Jan. 22, 2016
- Pacific Financial 2015 Q3 filed Oct. 26, 2015
- Pacific Financial 2015 Q2 filed July 20, 2015
- Pacific Financial 2015 Q1 filed April 27, 2015
- Pacific Financial 2014 Q4 filed Jan. 28, 2015
- Pacific Financial 2014 Q3 filed Oct. 23, 2014