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
$15.3M
AUM Growth
+$83.8K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$213K
3
+$204K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.04K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$406

Top Sells

1
+$241K
2
+$223K
3
+$181K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$163K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$85.5K

Sector Composition

1 Technology 7.05%
2 Financials 1.42%
3 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$219K 1.43%
4,308
-195
27
$217K 1.42%
+516
28
$213K 1.39%
+1,307
29
$204K 1.33%
+3,339
30
– –
-7,351
31
– –
-511
1
2