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
$106M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$590K
2
+$425K
3
+$354K
4
META icon
Meta Platforms (Facebook)
META
+$224K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$222K

Top Sells

1
+$275K
2
+$270K
3
+$239K
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$208K
5
T icon
AT&T
T
+$164K

Sector Composition

1 Technology 24.27%
2 Healthcare 14.51%
3 Financials 12.37%
4 Consumer Discretionary 9.03%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 1.59%
11,041
+403
27
$1.68M 1.58%
7,887
+546
28
$1.67M 1.57%
8,475
+600
29
$1.65M 1.55%
11,396
+409
30
$1.62M 1.52%
11,462
+692
31
$1.61M 1.51%
26,001
-1,944
32
$1.6M 1.51%
13,626
+876
33
$1.57M 1.47%
4,961
+320
34
$1.46M 1.38%
3,404
+192
35
$1.43M 1.34%
29,774
+2,776
36
$1.41M 1.32%
35,898
+2,876
37
$1.39M 1.31%
35,475
+3,452
38
$1.31M 1.23%
13,270
+671
39
$1.27M 1.2%
16,515
+876
40
$1.23M 1.16%
32,838
+2,937
41
$1.16M 1.09%
27,242
+1,956
42
$1.15M 1.08%
12,165
+1,417
43
$1.02M 0.96%
22,267
+2,084
44
$981K 0.92%
20,526
-2,186
45
$981K 0.92%
46,814
-7,826
46
$910K 0.86%
5,293
+567
47
$909K 0.86%
8,947
-361
48
$902K 0.85%
3,424
+217
49
$846K 0.8%
12,115
+2,532
50
$827K 0.78%
10,811
+922
1
2
3 4