PFG

Peterson Financial Group Portfolio holdings

AUM $26M
1-Year Est. Return 28.41%
This Fund
S&P 500
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 +$218K
2 +$210K
3 +$192K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$185K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$175K

Top Sells

1 +$241K
2 +$125K
3 +$72.7K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$67.1K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$60.3K

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
$104B
$1.45K 0.01%
+18
TROW icon
377
T. Rowe Price
TROW
$19.3B
$1.41K 0.01%
+13
VOD icon
378
Vodafone
VOD
$33.3B
$1.38K 0.01%
+138
TGT icon
379
Target
TGT
$53.1B
$1.37K 0.01%
+9
FPEI icon
380
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.91B
$1.34K 0.01%
+70
IFRA icon
381
iShares US Infrastructure ETF
IFRA
$3.68B
$1.32K 0.01%
+28
DOX icon
382
Amdocs
DOX
$7.14B
$1.31K 0.01%
+15
EL icon
383
Estee Lauder
EL
$31.8B
$1.3K 0.01%
+13
GPN icon
384
Global Payments
GPN
$19.2B
$1.27K ﹤0.01%
+12
HPE icon
385
Hewlett Packard
HPE
$28.7B
$1.26K ﹤0.01%
+62
VBR icon
386
Vanguard Small-Cap Value ETF
VBR
$32.3B
$1.21K ﹤0.01%
+6
CMA
387
DELISTED
Comerica
CMA
$1.16K ﹤0.01%
+19
SIRI icon
388
SiriusXM
SIRI
$7.36B
$1.16K ﹤0.01%
+49
JPST icon
389
JPMorgan Ultra-Short Income ETF
JPST
$37.6B
$1.15K ﹤0.01%
+23
BNDX icon
390
Vanguard Total International Bond ETF
BNDX
$76.7B
$1.14K ﹤0.01%
+23
UPS icon
391
United Parcel Service
UPS
$82.5B
$1.14K ﹤0.01%
+8
ZBH icon
392
Zimmer Biomet
ZBH
$18.2B
$1.11K ﹤0.01%
+10
ESGD icon
393
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$1.09K ﹤0.01%
+13
AFG icon
394
American Financial Group
AFG
$10.7B
$1.08K ﹤0.01%
+8
DLN icon
395
WisdomTree US LargeCap Dividend Fund
DLN
$5.66B
$1.04K ﹤0.01%
+13
NTAP icon
396
NetApp
NTAP
$19.5B
$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
$1.88B
$949 ﹤0.01%
+49
XLK icon
399
State Street Technology Select Sector SPDR ETF
XLK
$86.4B
$903 ﹤0.01%
+8
UBER icon
400
Uber
UBER
$151B
$902 ﹤0.01%
+12