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
$106M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$590K
2
+$425K
3
+$354K
4
META icon
Meta Platforms (Facebook)
META
+$224K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$222K

Top Sells

1
+$275K
2
+$270K
3
+$239K
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$208K
5
T icon
AT&T
T
+$164K

Sector Composition

1 Technology 24.27%
2 Healthcare 14.51%
3 Financials 12.37%
4 Consumer Discretionary 9.03%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$823K 0.77%
16,137
-1,989
52
$804K 0.76%
4,600
+390
53
$751K 0.71%
17,293
-138
54
$734K 0.69%
14,958
+81
55
$680K 0.64%
15,960
+1,530
56
$662K 0.62%
3,784
+766
57
$645K 0.61%
8,011
+261
58
$437K 0.41%
7,430
-1,983
59
$433K 0.41%
7,073
-1,113
60
$431K 0.41%
6,307
-525
61
$407K 0.38%
1,720
+253
62
$357K 0.34%
8,752
-50
63
$323K 0.3%
8,893
-1,627
64
$253K 0.24%
612
-12
65
$251K 0.24%
7,692
-975
66
$245K 0.23%
5,553
-108
67
$240K 0.23%
3,035
-104
68
$234K 0.22%
2,473
-41
69
$234K 0.22%
3,072
-82
70
$229K 0.22%
3,635
-89
71
$224K 0.21%
2,211
-9
72
$223K 0.21%
643
-3
73
$221K 0.21%
2,233
-6
74
$214K 0.2%
5,142
+383
75
– –
-3,544
1 2
3
4