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
$103M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.36M
3
+$1.11M
4
CRM icon
Salesforce
CRM
+$968K
5
CVX icon
Chevron
CVX
+$678K

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.31M
4
C icon
Citigroup
C
+$1.02M
5
GS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$829K 0.81%
8,630
-317
52
$734K 0.71%
15,274
-863
53
$686K 0.67%
7,974
-4,141
54
$656K 0.64%
15,255
+297
55
$651K 0.63%
16,887
-406
56
$616K 0.6%
16,820
+860
57
$605K 0.59%
8,341
+330
58
$444K 0.43%
+9,709
59
$408K 0.4%
7,003
-70
60
$406K 0.4%
6,099
-208
61
$326K 0.32%
8,958
+206
62
$325K 0.32%
4,144
+1,109
63
$320K 0.31%
5,536
-1,894
64
$290K 0.28%
8,157
-736
65
$276K 0.27%
+5,788
66
$248K 0.24%
617
+5
67
$239K 0.23%
7,640
-52
68
$226K 0.22%
2,286
+53
69
$224K 0.22%
3,102
+30
70
$222K 0.22%
2,504
+31
71
$218K 0.21%
4,951
-602
72
$217K 0.21%
2,261
+50
73
$209K 0.2%
637
-6
74
$200K 0.19%
+24,221
75
– –
-1,720
1 2
3
4