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
$26M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1 +$237K
2 +$222K
3 +$196K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$189K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$177K

Top Sells

1 +$250K
2 +$130K
3 +$76K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$70.4K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$62.5K

Sector Composition

1 Technology 8.95%
2 Financials 4.26%
3 Industrials 3.74%
4 Healthcare 3.45%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VV icon
76
Vanguard Large-Cap ETF
VV
$47.3B
$65.6K 0.25%
+249
WFC icon
77
Wells Fargo
WFC
$283B
$62K 0.24%
+1,097
TMHC icon
78
Taylor Morrison
TMHC
$5.97B
$61.9K 0.24%
+881
RSP icon
79
Invesco S&P 500 Equal Weight ETF
RSP
$74.6B
$58.7K 0.23%
+328
MCD icon
80
McDonald's
MCD
$221B
$58.4K 0.22%
+192
FLRN icon
81
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.65B
$56.3K 0.22%
+1,826
KLAC icon
82
KLA
KLAC
$161B
$56.2K 0.22%
+73
XLV icon
83
State Street Health Care Select Sector SPDR ETF
XLV
$39.6B
$53.7K 0.21%
+349
FFEB icon
84
FT Vest US Equity Buffer ETF February
FFEB
$1.16B
$53.4K 0.21%
+1,099
EMR icon
85
Emerson Electric
EMR
$76.4B
$52.6K 0.2%
+481
AFL icon
86
Aflac
AFL
$56.6B
$52.3K 0.2%
+468
XOM icon
87
Exxon Mobil
XOM
$489B
$51.3K 0.2%
+438
FMC icon
88
FMC
FMC
$1.64B
$50.7K 0.2%
+770
ADP icon
89
Automatic Data Processing
ADP
$105B
$49.8K 0.19%
+180
AVGO icon
90
Broadcom
AVGO
$1.89T
$49.6K 0.19%
+288
EMLC icon
91
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.13B
$48.7K 0.19%
+1,918
VUG icon
92
Vanguard Growth ETF
VUG
$204B
$47.7K 0.18%
+124
IVV icon
93
iShares Core S&P 500 ETF
IVV
$734B
$46.3K 0.18%
+80
HSY icon
94
Hershey
HSY
$36.7B
$45.6K 0.18%
+238
AMP icon
95
Ameriprise Financial
AMP
$44.3B
$45.5K 0.18%
+97
QUAL icon
96
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$45.5K 0.18%
+254
JPM icon
97
JPMorgan Chase
JPM
$858B
$45.4K 0.17%
+215
ELF icon
98
e.l.f. Beauty
ELF
$4.61B
$44.6K 0.17%
+409
ELV icon
99
Elevance Health
ELV
$73.5B
$44.3K 0.17%
+85
SXI icon
100
Standex International
SXI
$2.85B
$44K 0.17%
+241