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
$75.6M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$330K
2
+$218K
3
+$208K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$206K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$196K

Top Sells

1
+$2.59M
2
+$2.58M
3
+$1.18M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$984K
5
CVX icon
Chevron
CVX
+$979K

Sector Composition

1 Technology 22.42%
2 Healthcare 13.81%
3 Financials 11.16%
4 Industrials 8.49%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,788
77
– –
-8,958
78
– –
-9,709
1 2 3
4