Long-term investor
Pfg Advisors @pfgadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001694435).
Record
- Tracked since 2025-06-30 (434 days), 212 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months +8.4% · 1 year +13.3% · all +13.3%
- Max drawdown -1.5% · Sharpe 0.87 · win rate 39% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 2.6% · long · since 2025-06-30
- VUG · 2.5% · long · since 2025-09-30
- VTI · 2.3% · long · since 2025-09-30
- AAPL · 2.2% · long · since 2025-06-30
- SPYM · 2.1% · long · since 2025-06-30
- NVDA · 1.7% · long · since 2025-06-30
- FTEC · 1.5% · long · since 2025-09-30
- VOO · 1.5% · long · since 2025-06-30
- VIG · 1.4% · long · since 2025-09-30
- SCHD · 1.3% · long · since 2025-09-30
- MSFT · 1.3% · long · since 2025-09-30
- VYM · 1.3% · long · since 2025-09-30