PFG
Peterson Financial Group Portfolio holdings
AUM
$26M
This Quarter Return
+11.93%
1 Year Return
+28.41%
3 Year Return
+32.41%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.01%
Holding
79
New
79
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$9.35M |
| 2 |
Microsoft
MSFT
|
$9.1M |
| 3 |
Amazon
AMZN
|
$4.2M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$3.45M |
| 5 |
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% |
