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
$103M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.36M
3
+$1.11M
4
CRM icon
Salesforce
CRM
+$968K
5
CVX icon
Chevron
CVX
+$678K

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.31M
4
C icon
Citigroup
C
+$1.02M
5
GS icon
Goldman Sachs
GS
+$453K

Sector Composition

1 Technology 24.28%
2 Healthcare 14.1%
3 Financials 11.24%
4 Consumer Discretionary 8.92%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 1.45%
8,370
-105
27
$1.46M 1.42%
4,973
-1,545
28
$1.45M 1.41%
+2,859
29
$1.45M 1.41%
14,241
+615
30
$1.42M 1.38%
4,998
+37
31
$1.39M 1.35%
24,111
-1,890
32
$1.37M 1.33%
10,067
-1,293
33
$1.36M 1.32%
+2,873
34
$1.34M 1.3%
87,396
+40,582
35
$1.31M 1.28%
4,776
-188
36
$1.26M 1.23%
6,491
-1,396
37
$1.23M 1.2%
4,447
+1,023
38
$1.2M 1.16%
16,851
+336
39
$1.19M 1.15%
6,314
+1,714
40
$1.13M 1.1%
28,230
+988
41
$1.11M 1.08%
+4,854
42
$1.11M 1.08%
4,701
+917
43
$1.09M 1.06%
37,020
+1,545
44
$1.08M 1.05%
9,048
-2,414
45
$1.04M 1.01%
10,981
-1,184
46
$968K 0.94%
+6,733
47
$925K 0.9%
4,954
-339
48
$914K 0.89%
35,479
+2,641
49
$899K 0.87%
19,948
-578
50
$843K 0.82%
13,299
+2,488
1
2
3 4