PFG
Peterson Financial Group Portfolio holdings
AUM
$26M
1-Year Est. Return
28.41%
1 Year Est. Return
+28.41%
AUM
$26M
AUM Growth
+$9.58M
(+58%)
Holding
430
Top Buys
| 1 | +$237K | |
| 2 | +$222K | |
| 3 | +$196K | |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$189K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$177K |
Top Sells
| 1 | +$250K | |
| 2 | +$130K | |
| 3 | +$76K | |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$70.4K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
iShares MSCI USA Value Factor ETF
VLUE
$8.13B
| $125 | ﹤0.01% |
+1
|
|
||
427
SPDR S&P Biotech ETF
XBI
$6.24B
| $99 | ﹤0.01% |
+1
|
|
||
428
SPDR Blackstone High Income ETF
HYBL
$507M
| $96 | ﹤0.01% |
+3
|
|
||
429
iShares CMBS ETF
CMBS
$484M
| $81 | ﹤0.01% |
+2
|
|
||
430
ZimVie
ZIMV
$536M
| $16 | ﹤0.01% |
+1
|
|