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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$9.1M
3
+$4.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.45M
5
NVDA icon
NVIDIA
NVDA
+$3.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.73%
2 Financials 11.8%
3 Healthcare 11.73%
4 Consumer Discretionary 9.81%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$945K 0.77%
+13,150
52
$935K 0.76%
+50,332
53
$924K 0.75%
+14,812
54
$883K 0.72%
+17,528
55
$852K 0.7%
+7,726
56
$849K 0.69%
+1,292
57
$834K 0.68%
+13,938
58
$695K 0.57%
+3,028
59
$611K 0.5%
+6,808
60
$537K 0.44%
+8,078
61
$530K 0.43%
+11,823
62
$499K 0.41%
+8,205
63
$467K 0.38%
+9,138
64
$431K 0.35%
+3,745
65
$348K 0.28%
+6,275
66
$346K 0.28%
+669
67
$318K 0.26%
+729
68
$316K 0.26%
+3,418
69
$307K 0.25%
+8,489
70
$304K 0.25%
+3,761
71
$294K 0.24%
+2,713
72
$288K 0.23%
+6,004
73
$279K 0.23%
+1,532
74
$253K 0.21%
+2,393
75
$245K 0.2%
+2,417
1 2
3
4