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
$121M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$562K
2
+$355K
3
+$314K
4
PYPL icon
PayPal
PYPL
+$256K
5
ADBE icon
Adobe
ADBE
+$223K

Top Sells

1
+$211K
2
+$122K
3
+$104K
4
PFE icon
Pfizer
PFE
+$71.9K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$60.9K

Sector Composition

1 Technology 25.17%
2 Financials 12.29%
3 Healthcare 12.26%
4 Consumer Discretionary 9.68%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$975K 0.81%
54,640
+4,308
52
$876K 0.73%
17,431
-97
53
$851K 0.71%
4,210
+224
54
$826K 0.68%
14,877
+939
55
$776K 0.64%
14,430
+1,280
56
$768K 0.64%
3,207
+179
57
$746K 0.62%
7,750
+24
58
$640K 0.53%
1,467
+175
59
$566K 0.47%
6,832
+24
60
$558K 0.46%
9,413
+1,208
61
$515K 0.43%
8,186
+108
62
$448K 0.37%
10,520
-1,303
63
$423K 0.35%
8,802
-336
64
$315K 0.26%
3,139
-606
65
$306K 0.25%
624
-45
66
$296K 0.25%
8,667
+178
67
$278K 0.23%
3,154
-264
68
$275K 0.23%
3,544
-217
69
$270K 0.22%
5,814
-461
70
$268K 0.22%
646
-83
71
$266K 0.22%
5,661
-343
72
$263K 0.22%
2,514
-199
73
$239K 0.2%
1,418
-114
74
$233K 0.19%
2,220
-173
75
$231K 0.19%
3,724
-93
1 2
3
4