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
$26M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1 +$237K
2 +$222K
3 +$196K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$189K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$177K

Top Sells

1 +$250K
2 +$130K
3 +$76K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$70.4K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$62.5K

Sector Composition

1 Technology 8.95%
2 Financials 4.26%
3 Industrials 3.74%
4 Healthcare 3.45%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADI icon
101
Analog Devices
ADI
$121B
$43.3K 0.17%
+188
NDAQ icon
102
Nasdaq
NDAQ
$51B
$42.3K 0.16%
+580
PYLD icon
103
PIMCO Multi Sector Bond Active ETF
PYLD
$7.94B
$41.7K 0.16%
+1,566
CFO icon
104
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$418M
$41.6K 0.16%
+596
T icon
105
AT&T
T
$187B
$40.8K 0.16%
+1,855
MO icon
106
Altria Group
MO
$108B
$40.7K 0.16%
+797
ITOT icon
107
iShares Core S&P Total US Stock Market ETF
ITOT
$78.5B
$40.1K 0.15%
+319
RSPT icon
108
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.33B
$39.4K 0.15%
+1,046
AVY icon
109
Avery Dennison
AVY
$12.5B
$39K 0.15%
+177
FERG icon
110
Ferguson
FERG
$48.6B
$38.9K 0.15%
+196
RJF icon
111
Raymond James Financial
RJF
$32.9B
$37.1K 0.14%
+303
SPTL icon
112
SPDR Portfolio Long Term Treasury ETF
SPTL
$12B
$36.5K 0.14%
+1,256
MRK icon
113
Merck
MRK
$216B
$35.9K 0.14%
+316
TSLA icon
114
Tesla
TSLA
$1.49T
$35.2K 0.14%
+134
SCHW icon
115
Charles Schwab
SCHW
$172B
$34.8K 0.13%
+537
MCHP icon
116
Microchip Technology
MCHP
$36.2B
$33.7K 0.13%
+420
MGK icon
117
Vanguard Mega Cap Growth ETF
MGK
$31.2B
$33.1K 0.13%
+103
PFG icon
118
Principal Financial Group
PFG
$17.6B
$33.1K 0.13%
+385
CUBE icon
119
CubeSmart
CUBE
$9.64B
$32.8K 0.13%
+609
UNP icon
120
Union Pacific
UNP
$135B
$32K 0.12%
+130
ABT icon
121
Abbott
ABT
$225B
$31.5K 0.12%
+276
BAH icon
122
Booz Allen Hamilton
BAH
$12.4B
$30.6K 0.12%
+188
BALL icon
123
Ball Corp
BALL
$13.3B
$30.4K 0.12%
+448
MET icon
124
MetLife
MET
$52.4B
$30.4K 0.12%
+368
VGT icon
125
Vanguard Information Technology ETF
VGT
$110B
$29.7K 0.11%
+51