PFG

Peterson Financial Group Portfolio holdings

AUM $26M
1-Year Est. Return 28.41%
This Fund
S&P 500
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
+$428K
2
+$340K
3
+$313K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$310K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$309K

Top Sells

1
+$241K
2
+$56.1K
3
+$21.3K

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
1
2