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
$15.2M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$472K
2 +$366K
3 +$338K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$336K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$329K

Top Sells

1 +$241K
2 +$62.9K
3 +$22.7K

Sector Composition

1 Technology 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$227K 1.49%
+4,503
27
$223K 1.46%
+511
28
$216K 1.42%
+2,407
29
-527