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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$9.1M
3
+$4.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.45M
5
NVDA icon
NVIDIA
NVDA
+$3.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.73%
2 Financials 11.8%
3 Healthcare 11.73%
4 Consumer Discretionary 9.81%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 1.43%
+8,400
27
$1.72M 1.4%
+9,888
28
$1.63M 1.33%
+25,682
29
$1.6M 1.3%
+7,366
30
$1.57M 1.28%
+4,360
31
$1.56M 1.28%
+25,970
32
$1.52M 1.24%
+31,779
33
$1.51M 1.23%
+9,741
34
$1.47M 1.2%
+29,238
35
$1.42M 1.16%
+10,501
36
$1.39M 1.13%
+7,366
37
$1.36M 1.11%
+9,423
38
$1.33M 1.09%
+9,969
39
$1.31M 1.07%
+25,462
40
$1.27M 1.04%
+10,860
41
$1.26M 1.03%
+20,627
42
$1.22M 0.99%
+15,901
43
$1.19M 0.97%
+22,429
44
$1.18M 0.96%
+4,204
45
$1.14M 0.93%
+9,317
46
$1.13M 0.92%
+18,762
47
$1.13M 0.92%
+11,849
48
$1.09M 0.89%
+3,078
49
$1.07M 0.88%
+17,979
50
$1.03M 0.84%
+3,986
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