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
AMAT icon
326
Applied Materials
AMAT
$217B
$3.57K 0.01%
+18
TRP icon
327
TC Energy
TRP
$55.9B
$3.38K 0.01%
+71
GOOG icon
328
Alphabet (Google) Class C
GOOG
$3.84T
$3.35K 0.01%
+20
ETSY icon
329
Etsy
ETSY
$5.4B
$3.33K 0.01%
+60
WEC icon
330
WEC Energy
WEC
$33.8B
$3.3K 0.01%
+34
SLB icon
331
SLB Ltd
SLB
$58.8B
$3.28K 0.01%
+78
SMMV icon
332
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$292M
$3.25K 0.01%
+80
HEFA icon
333
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.63B
$3.24K 0.01%
+92
SRE icon
334
Sempra
SRE
$57.8B
$3.23K 0.01%
+39
CAT icon
335
Caterpillar
CAT
$284B
$3.23K 0.01%
+8
EMHY icon
336
iShares JPMorgan EM High Yield Bond ETF
EMHY
$522M
$3.21K 0.01%
+82
BA icon
337
Boeing
BA
$152B
$3.19K 0.01%
+21
CFG icon
338
Citizens Financial Group
CFG
$24.8B
$3.19K 0.01%
+78
MU icon
339
Micron Technology
MU
$293B
$3.17K 0.01%
+31
KEY icon
340
KeyCorp
KEY
$22.3B
$3.14K 0.01%
+187
SLQD icon
341
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
$3.11K 0.01%
+62
TLT icon
342
iShares 20+ Year Treasury Bond ETF
TLT
$48.7B
$3.04K 0.01%
+31
EQR icon
343
Equity Residential
EQR
$23B
$3.02K 0.01%
+41
GD icon
344
General Dynamics
GD
$92.6B
$2.98K 0.01%
+10
IPG
345
DELISTED
Interpublic Group of Companies
IPG
$2.93K 0.01%
+93
LW icon
346
Lamb Weston
LW
$8.15B
$2.92K 0.01%
+45
SON icon
347
Sonoco
SON
$4.07B
$2.89K 0.01%
+53
MDYG icon
348
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.46B
$2.83K 0.01%
+32
GDDY icon
349
GoDaddy
GDDY
$17.1B
$2.82K 0.01%
+18
RF icon
350
Regions Financial
RF
$23.7B
$2.78K 0.01%
+119