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
$121M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$562K
2
+$355K
3
+$314K
4
PYPL icon
PayPal
PYPL
+$256K
5
ADBE icon
Adobe
ADBE
+$223K

Top Sells

1
+$211K
2
+$122K
3
+$104K
4
PFE icon
Pfizer
PFE
+$71.9K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$60.9K

Sector Composition

1 Technology 25.17%
2 Financials 12.29%
3 Healthcare 12.26%
4 Consumer Discretionary 9.68%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.44%
10,417
+529
27
$1.74M 1.44%
5,820
+377
28
$1.73M 1.43%
20,394
+1,440
29
$1.72M 1.43%
10,638
+137
30
$1.66M 1.37%
4,641
+281
31
$1.6M 1.33%
33,022
+1,243
32
$1.6M 1.33%
19,372
-1,255
33
$1.59M 1.32%
30,673
-1,389
34
$1.51M 1.25%
18,374
+2,473
35
$1.5M 1.24%
32,023
+2,785
36
$1.48M 1.23%
29,901
+4,439
37
$1.47M 1.22%
10,748
+1,007
38
$1.42M 1.17%
3,212
+134
39
$1.41M 1.17%
25,286
-396
40
$1.4M 1.16%
10,770
+801
41
$1.18M 0.98%
12,599
+750
42
$1.14M 0.95%
15,639
+827
43
$1.14M 0.94%
22,712
+283
44
$1.13M 0.94%
3,018
+421
45
$1.11M 0.92%
9,308
-9
46
$1.11M 0.92%
9,583
+2,217
47
$1.08M 0.9%
9,889
+466
48
$1.08M 0.89%
20,183
+1,421
49
$1.01M 0.84%
4,726
+522
50
$998K 0.83%
18,126
+147
1
2
3 4