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
AEM icon
376
Agnico Eagle Mines
AEM
$82.1B
$1.45K 0.01%
+18
TROW icon
377
T. Rowe Price
TROW
$22.6B
$1.41K 0.01%
+13
VOD icon
378
Vodafone
VOD
$28.1B
$1.38K 0.01%
+138
TGT icon
379
Target
TGT
$42.7B
$1.37K 0.01%
+9
FPEI icon
380
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.72B
$1.34K 0.01%
+70
IFRA icon
381
iShares US Infrastructure ETF
IFRA
$3.08B
$1.32K 0.01%
+28
DOX icon
382
Amdocs
DOX
$9.22B
$1.31K 0.01%
+15
EL icon
383
Estee Lauder
EL
$35.5B
$1.3K 0.01%
+13
GPN icon
384
Global Payments
GPN
$20.8B
$1.27K ﹤0.01%
+12
HPE icon
385
Hewlett Packard
HPE
$30.5B
$1.26K ﹤0.01%
+62
VBR icon
386
Vanguard Small-Cap Value ETF
VBR
$31.3B
$1.21K ﹤0.01%
+6
CMA icon
387
Comerica
CMA
$9.77B
$1.16K ﹤0.01%
+19
SIRI icon
388
SiriusXM
SIRI
$7.32B
$1.16K ﹤0.01%
+49
JPST icon
389
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$1.15K ﹤0.01%
+23
BNDX icon
390
Vanguard Total International Bond ETF
BNDX
$69.9B
$1.14K ﹤0.01%
+23
UPS icon
391
United Parcel Service
UPS
$73.8B
$1.14K ﹤0.01%
+8
ZBH icon
392
Zimmer Biomet
ZBH
$20.6B
$1.11K ﹤0.01%
+10
ESGD icon
393
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$1.09K ﹤0.01%
+13
AFG icon
394
American Financial Group
AFG
$11B
$1.08K ﹤0.01%
+8
DLN icon
395
WisdomTree US LargeCap Dividend Fund
DLN
$5.41B
$1.04K ﹤0.01%
+13
NTAP icon
396
NetApp
NTAP
$23.3B
$1.02K ﹤0.01%
+8
WBA
397
DELISTED
Walgreens Boots Alliance
WBA
$1.01K ﹤0.01%
+112
BITO icon
398
ProShares Bitcoin Strategy ETF
BITO
$2.52B
$949 ﹤0.01%
+49
XLK icon
399
Technology Select Sector SPDR Fund
XLK
$93.9B
$903 ﹤0.01%
+4
UBER icon
400
Uber
UBER
$192B
$902 ﹤0.01%
+12