PFG

Peterson Financial Group Portfolio holdings

AUM $26M
1-Year Est. Return 28.41%
This Quarter Est. Return
1 Year Est. Return
+28.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1 +$237K
2 +$222K
3 +$196K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$189K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$177K

Top Sells

1 +$250K
2 +$130K
3 +$76K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$70.4K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$62.5K

Sector Composition

1 Technology 8.95%
2 Financials 4.26%
3 Industrials 3.74%
4 Healthcare 3.45%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PEG icon
251
Public Service Enterprise Group
PEG
$41.9B
$6.96K 0.03%
+78
STZ icon
252
Constellation Brands
STZ
$24.7B
$6.89K 0.03%
+27
CMI icon
253
Cummins
CMI
$56.2B
$6.88K 0.03%
+21
ENB icon
254
Enbridge
ENB
$104B
$6.86K 0.03%
+169
ACN icon
255
Accenture
ACN
$155B
$6.81K 0.03%
+19
IP icon
256
International Paper
IP
$25.2B
$6.73K 0.03%
+138
IWR icon
257
iShares Russell Mid-Cap ETF
IWR
$44.5B
$6.69K 0.03%
+76
IVOL icon
258
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$446M
$6.61K 0.03%
+343
MBB icon
259
iShares MBS ETF
MBB
$41.8B
$6.58K 0.03%
+69
CI icon
260
Cigna
CI
$82.5B
$6.48K 0.02%
+19
MFEM icon
261
PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
MFEM
$106M
$6.4K 0.02%
+302
CLF icon
262
Cleveland-Cliffs
CLF
$6.49B
$6.38K 0.02%
+500
SPYV icon
263
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.8B
$6.36K 0.02%
+120
HBAN icon
264
Huntington Bancshares
HBAN
$23.1B
$6.31K 0.02%
+429
UL icon
265
Unilever
UL
$154B
$6.25K 0.02%
+96
ETR icon
266
Entergy
ETR
$43B
$6.17K 0.02%
+94
VIOV icon
267
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.4B
$6.04K 0.02%
+65
BTI icon
268
British American Tobacco
BTI
$111B
$6.04K 0.02%
+165
KR icon
269
Kroger
KR
$45.6B
$6K 0.02%
+105
XLRE icon
270
Real Estate Select Sector SPDR Fund
XLRE
$7.91B
$5.97K 0.02%
+134
OKE icon
271
Oneok
OKE
$43.3B
$5.96K 0.02%
+65
NI icon
272
NiSource
NI
$20.8B
$5.95K 0.02%
+172
MDLZ icon
273
Mondelez International
MDLZ
$80.7B
$5.93K 0.02%
+81
JBL icon
274
Jabil
JBL
$21B
$5.88K 0.02%
+49
PAYX icon
275
Paychex
PAYX
$45.9B
$5.83K 0.02%
+43