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
$75.6M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$330K
2
+$218K
3
+$208K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$206K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$196K

Top Sells

1
+$2.59M
2
+$2.58M
3
+$1.18M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$984K
5
CVX icon
Chevron
CVX
+$979K

Sector Composition

1 Technology 22.42%
2 Healthcare 13.81%
3 Financials 11.16%
4 Industrials 8.49%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 1.53%
3,333
-1,665
27
$1.11M 1.47%
5,343
-3,027
28
$1.1M 1.45%
3,194
-1,779
29
$1.05M 1.39%
57,186
-30,210
30
$1.04M 1.38%
3,095
-1,681
31
$1.04M 1.37%
9,208
-5,033
32
$1.02M 1.35%
1,857
-1,002
33
$941K 1.24%
2,841
-1,606
34
$908K 1.2%
19,452
+4,197
35
$881K 1.16%
18,493
-9,737
36
$874K 1.15%
4,218
-2,273
37
$868K 1.15%
2,945
-1,756
38
$861K 1.14%
6,111
-2,937
39
$858K 1.13%
24,519
-12,501
40
$857K 1.13%
18,819
-1,129
41
$850K 1.12%
1,862
-1,011
42
$810K 1.07%
4,062
-2,252
43
$799K 1.06%
6,642
-3,425
44
$795K 1.05%
11,047
-5,804
45
$768K 1.02%
7,290
-1,340
46
$758K 1%
16,524
-363
47
$735K 0.97%
8,769
+428
48
$734K 0.97%
5,960
-3,168
49
$728K 0.96%
3,138
-1,716
50
$683K 0.9%
13,899
-1,375
1
2
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