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
$9.94M
AUM Growth
-$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$5.8M
2
+$5.66M
3
+$2.08M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.95M
5
AMZN icon
Amazon
AMZN
+$1.92M

Sector Composition

1 Technology 7.57%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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