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
$75.6M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$330K
2
+$218K
3
+$208K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$206K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$196K

Top Sells

1
+$2.59M
2
+$2.58M
3
+$1.18M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$984K
5
CVX icon
Chevron
CVX
+$979K

Sector Composition

1 Technology 22.42%
2 Healthcare 13.81%
3 Financials 11.16%
4 Industrials 8.49%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$638K 0.84%
24,133
-11,346
52
$613K 0.81%
7,052
-3,929
53
$590K 0.78%
3,154
-1,800
54
$581K 0.77%
4,381
-2,352
55
$555K 0.73%
8,572
-4,727
56
$483K 0.64%
6,862
+763
57
$454K 0.6%
10,810
-6,010
58
$441K 0.58%
7,549
+546
59
$360K 0.48%
5,057
-2,917
60
$336K 0.44%
4,016
-128
61
$330K 0.44%
+5,893
62
$317K 0.42%
8,161
+4
63
$305K 0.4%
5,281
-255
64
$273K 0.36%
618
+1
65
$249K 0.33%
3,107
+5
66
$244K 0.32%
7,674
+34
67
$239K 0.32%
2,511
+7
68
$235K 0.31%
669
+32
69
$226K 0.3%
2,291
+5
70
$221K 0.29%
4,963
+12
71
$220K 0.29%
2,271
+10
72
$218K 0.29%
+3,431
73
$208K 0.27%
+1,423
74
$206K 0.27%
+2,858
75
$174K 0.23%
15,683
-8,538
1 2
3
4