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
$121M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$562K
2
+$355K
3
+$314K
4
PYPL icon
PayPal
PYPL
+$256K
5
ADBE icon
Adobe
ADBE
+$223K

Top Sells

1
+$211K
2
+$122K
3
+$104K
4
PFE icon
Pfizer
PFE
+$71.9K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$60.9K

Sector Composition

1 Technology 25.17%
2 Financials 12.29%
3 Healthcare 12.26%
4 Consumer Discretionary 9.68%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$224K 0.19%
2,239
-178
77
$220K 0.18%
4,759
-96
78
$208K 0.17%
2,587
+29
79
– –
-619
1 2 3
4