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
$106M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$590K
2
+$425K
3
+$354K
4
META icon
Meta Platforms (Facebook)
META
+$224K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$222K

Top Sells

1
+$275K
2
+$270K
3
+$239K
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$208K
5
T icon
AT&T
T
+$164K

Sector Composition

1 Technology 24.27%
2 Healthcare 14.51%
3 Financials 12.37%
4 Consumer Discretionary 9.03%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,814
77
– –
-2,587
78
– –
-1,418
1 2 3
4