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
IUSB icon
126
iShares Core Universal USD Bond ETF
IUSB
$33.7B
$29.5K 0.11%
+627
VIG icon
127
Vanguard Dividend Appreciation ETF
VIG
$102B
$28.7K 0.11%
+145
GE icon
128
GE Aerospace
GE
$299B
$28.3K 0.11%
+150
VLO icon
129
Valero Energy
VLO
$54.2B
$28.1K 0.11%
+208
ADM icon
130
Archer Daniels Midland
ADM
$27.8B
$27.8K 0.11%
+466
TMO icon
131
Thermo Fisher Scientific
TMO
$215B
$27.2K 0.1%
+44
LLY icon
132
Eli Lilly
LLY
$892B
$26.7K 0.1%
+30
HIGH icon
133
Simplify Enhanced Income ETF
HIGH
$158M
$26.6K 0.1%
+1,136
V icon
134
Visa
V
$632B
$26.4K 0.1%
+96
WMT icon
135
Walmart Inc. Common Stock
WMT
$906B
$26.2K 0.1%
+324
ROE icon
136
Astoria US Quality Kings ETF
ROE
$176M
$24.5K 0.09%
+797
SDVY icon
137
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.53B
$24.2K 0.09%
+666
VFLO icon
138
VictoryShares Free Cash Flow ETF
VFLO
$5.48B
$24.1K 0.09%
+723
VWO icon
139
Vanguard FTSE Emerging Markets ETF
VWO
$105B
$23.8K 0.09%
+498
CTA icon
140
Simplify Managed Futures Strategy ETF
CTA
$1.12B
$23.6K 0.09%
+909
TRMB icon
141
Trimble
TRMB
$19.6B
$23.3K 0.09%
+375
XSVN icon
142
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$186M
$23.2K 0.09%
+472
VOT icon
143
Vanguard Mid-Cap Growth ETF
VOT
$18B
$22.7K 0.09%
+93
MMC icon
144
Marsh & McLennan
MMC
$88.3B
$22.7K 0.09%
+102
SCHP icon
145
Schwab US TIPS ETF
SCHP
$14.6B
$22.6K 0.09%
+842
EXC icon
146
Exelon
EXC
$43.6B
$22.5K 0.09%
+555
PLD icon
147
Prologis
PLD
$121B
$21.2K 0.08%
+168
IWD icon
148
iShares Russell 1000 Value ETF
IWD
$68.3B
$20.6K 0.08%
+108
CRM icon
149
Salesforce
CRM
$247B
$20.5K 0.08%
+75
CMCSA icon
150
Comcast
CMCSA
$99.9B
$20.3K 0.08%
+486