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
51
– –
-22,782
52
– –
-10,009
53
– –
-9,208
54
– –
-5,057
55
– –
-2,271
56
– –
-3,138
57
– –
-57,186
58
– –
-1,857
59
– –
-5,960
60
– –
-3,930
61
– –
-4,218
62
– –
-2,858
63
– –
-5,343
64
– –
-669
65
– –
-7,052
66
– –
-16,805
67
– –
-4,062
68
– –
-10,810
69
– –
-3,333
70
– –
-6,642
71
– –
-2,291
72
– –
-1,423
73
– –
-14,519
74
– –
-30,072
75
– –
-13,792
1 2
3