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
$123M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$9.35M
2 +$9.1M
3 +$4.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.45M
5
NVDA icon
NVIDIA
NVDA
+$3.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.73%
2 Financials 11.8%
3 Healthcare 11.73%
4 Consumer Discretionary 9.81%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$240K 0.2%
+4,855
77
$229K 0.19%
+2,558
78
$226K 0.18%
+3,817
79
$211K 0.17%
+619