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
$103M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.36M
3
+$1.11M
4
CRM icon
Salesforce
CRM
+$968K
5
CVX icon
Chevron
CVX
+$678K

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.31M
4
C icon
Citigroup
C
+$1.02M
5
GS icon
Goldman Sachs
GS
+$453K

Sector Composition

1 Technology 24.28%
2 Healthcare 14.1%
3 Financials 11.24%
4 Consumer Discretionary 8.92%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-22,267
77
– –
-3,635
78
– –
-7,922
79
– –
-18,899
80
– –
-13,270
81
– –
-5,142
1 2 3
4