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
$26M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$237K
2
+$222K
3
+$196K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$189K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$177K

Top Sells

1
+$250K
2
+$130K
3
+$76K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$70.4K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$62.5K

Sector Composition

1 Technology 8.95%
2 Financials 4.26%
3 Industrials 3.74%
4 Healthcare 3.45%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CASY icon
51
Casey's General Stores
CASY
$21.1B
$118K 0.45%
+314
AMGN icon
52
Amgen
AMGN
$161B
$114K 0.44%
+355
SPLG icon
53
SPDR Portfolio S&P 500 ETF
SPLG
$88.3B
$105K 0.41%
+1,559
SPTI icon
54
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.28B
$98.2K 0.38%
+3,379
FTSL icon
55
First Trust Senior Loan Fund ETF
FTSL
$2.4B
$97.6K 0.38%
+2,128
GOOGL icon
56
Alphabet (Google) Class A
GOOGL
$3.06T
$93.5K 0.36%
+564
SPTS icon
57
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.79B
$91.2K 0.35%
+3,102
RDNT icon
58
RadNet
RDNT
$5.92B
$90.1K 0.35%
+1,299
PEP icon
59
PepsiCo
PEP
$210B
$88.4K 0.34%
+520
DGRW icon
60
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$88.1K 0.34%
+1,059
UNH icon
61
UnitedHealth
UNH
$323B
$87.7K 0.34%
+150
AMZN icon
62
Amazon
AMZN
$2.27T
$84.9K 0.33%
+456
SPTM icon
63
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
$83.8K 0.32%
+1,196
IWB icon
64
iShares Russell 1000 ETF
IWB
$44.7B
$82.6K 0.32%
+263
VEA icon
65
Vanguard FTSE Developed Markets ETF
VEA
$178B
$77.2K 0.3%
+1,463
ABBV icon
66
AbbVie
ABBV
$406B
$77K 0.3%
+390
SPY icon
67
SPDR S&P 500 ETF Trust
SPY
$660B
$76.7K 0.3%
+134
CSW
68
CSW Industrials
CSW
$4B
$72K 0.28%
+196
LNT icon
69
Alliant Energy
LNT
$17.5B
$71.4K 0.28%
+1,177
BLDR icon
70
Builders FirstSource
BLDR
$13.5B
$70.6K 0.27%
+364
META icon
71
Meta Platforms (Facebook)
META
$1.8T
$70.4K 0.27%
+123
HD icon
72
Home Depot
HD
$390B
$70.1K 0.27%
+173
XLF icon
73
Financial Select Sector SPDR Fund
XLF
$53.7B
$68.8K 0.26%
+1,517
MDY icon
74
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$68K 0.26%
+119
MA icon
75
Mastercard
MA
$507B
$67.5K 0.26%
+137
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