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
CC icon
401
Chemours
CC
$2.02B
$846 ﹤0.01%
+42
ILTB icon
402
iShares Core 10+ Year USD Bond ETF
ILTB
$596M
$807 ﹤0.01%
+15
FI icon
403
Fiserv
FI
$68.1B
$719 ﹤0.01%
+4
WBD icon
404
Warner Bros
WBD
$50.8B
$718 ﹤0.01%
+87
DLR icon
405
Digital Realty Trust
DLR
$58.8B
$696 ﹤0.01%
+4
OLED icon
406
Universal Display
OLED
$6.94B
$631 ﹤0.01%
+3
VTRS icon
407
Viatris
VTRS
$12.1B
$621 ﹤0.01%
+53
SCHA icon
408
Schwab U.S Small- Cap ETF
SCHA
$20.4B
$620 ﹤0.01%
+24
MUB icon
409
iShares National Muni Bond ETF
MUB
$40.4B
$544 ﹤0.01%
+5
AGGY icon
410
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$819M
$514 ﹤0.01%
+11
KNG icon
411
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.66B
$478 ﹤0.01%
+9
SSL icon
412
Sasol
SSL
$3.51B
$439 ﹤0.01%
+65
AVIG icon
413
Avantis Core Fixed Income ETF
AVIG
$1.28B
$394 ﹤0.01%
+9
ITB icon
414
iShares US Home Construction ETF
ITB
$3.16B
$381 ﹤0.01%
+3
IEI icon
415
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$379 ﹤0.01%
+3
SPMB icon
416
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.47B
$376 ﹤0.01%
+17
UUUU icon
417
Energy Fuels
UUUU
$5.25B
$346 ﹤0.01%
+63
VDE icon
418
Vanguard Energy ETF
VDE
$7.17B
$295 ﹤0.01%
+2
KBE icon
419
SPDR S&P Bank ETF
KBE
$1.44B
$264 ﹤0.01%
+5
EWZ icon
420
iShares MSCI Brazil ETF
EWZ
$5.55B
$252 ﹤0.01%
+9
VDC icon
421
Vanguard Consumer Staples ETF
VDC
$7.46B
$218 ﹤0.01%
+1
WHR icon
422
Whirlpool
WHR
$4.08B
$218 ﹤0.01%
+2
CDL icon
423
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$361M
$175 ﹤0.01%
+3
XLI icon
424
Industrial Select Sector SPDR Fund
XLI
$23.6B
$174 ﹤0.01%
+1
GDX icon
425
VanEck Gold Miners ETF
GDX
$21.1B
$127 ﹤0.01%
+3