PFG
Peterson Financial Group Portfolio holdings
AUM
$26M
This Quarter Return
-4.89%
1 Year Return
+28.41%
3 Year Return
+32.41%
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
+$103M
(-3.2%)
Cap. Flow
+$6.26M
Cap. Flow
% of AUM
6.09%
Top 10 Holdings %
Top 10 Hldgs %
35.72%
Holding
81
New
7
Increased
45
Reduced
22
Closed
7
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.71M |
| 2 |
Tesla
TSLA
|
$1.7M |
| 3 |
Thermo Fisher Scientific
TMO
|
$1.45M |
| 4 |
Costco
COST
|
$1.36M |
| 5 |
Constellation Brands
STZ
|
$1.11M |
Top Sells
| 1 |
McDonald's
MCD
|
$1.96M |
| 2 |
Merck
MRK
|
$1.72M |
| 3 |
Philip Morris
PM
|
$1.31M |
| 4 |
Citigroup
C
|
$1.02M |
| 5 |
Goldman Sachs
GS
|
$453K |
Sector Composition
| 1 | Technology | 24.28% |
| 2 | Healthcare | 14.1% |
| 3 | Financials | 11.24% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.53% |
