PFG

Peterson Financial Group Portfolio holdings

AUM $26M
1-Year Est. Return 28.41%
This Fund
S&P 500
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 +$218K
2 +$210K
3 +$192K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$185K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$175K

Top Sells

1 +$241K
2 +$125K
3 +$72.7K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$67.1K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$60.3K

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
HON icon
151
Honeywell
HON
$149B
$20.1K 0.08%
+97
IWF icon
152
iShares Russell 1000 Growth ETF
IWF
$113B
$20K 0.08%
+53
ICE icon
153
Intercontinental Exchange
ICE
$90.4B
$19.8K 0.08%
+123
IEX icon
154
IDEX
IEX
$14B
$19.4K 0.07%
+91
QQQE icon
155
Direxion Shares ETF Trust Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.13B
$19.4K 0.07%
+215
PM icon
156
Philip Morris
PM
$272B
$18.7K 0.07%
+154
AVLV icon
157
Avantis US Large Cap Value ETF
AVLV
$10.2B
$18.4K 0.07%
+279
LOW icon
158
Lowe's Companies
LOW
$133B
$18.3K 0.07%
+68
LIN icon
159
Linde
LIN
$229B
$18.2K 0.07%
+38
COR icon
160
Cencora
COR
$68.1B
$18.2K 0.07%
+81
BMY icon
161
Bristol-Myers Squibb
BMY
$120B
$18K 0.07%
+348
NKE icon
162
Nike
NKE
$79.9B
$17.9K 0.07%
+202
IWM icon
163
iShares Russell 2000 ETF
IWM
$69.4B
$17.7K 0.07%
+80
LMBS icon
164
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.99B
$16.9K 0.07%
+343
SPDW icon
165
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$36.3B
$16.8K 0.06%
+448
SPGI icon
166
S&P Global
SPGI
$126B
$16.6K 0.06%
+32
PSX icon
167
Phillips 66
PSX
$69.2B
$16.4K 0.06%
+125
TJX icon
168
TJX Companies
TJX
$173B
$16.2K 0.06%
+138
USMV icon
169
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
$15.1K 0.06%
+166
VHT icon
170
Vanguard Health Care ETF
VHT
$16.5B
$14.5K 0.06%
+51
BUYW icon
171
Main BuyWrite ETF
BUYW
$1.1B
$14.2K 0.05%
+1,020
NFLX icon
172
Netflix
NFLX
$402B
$14.2K 0.05%
+200
IVW icon
173
iShares S&P 500 Growth ETF
IVW
$62.7B
$13.9K 0.05%
+145
IVT icon
174
InvenTrust Properties
IVT
$2.43B
$13.9K 0.05%
+489
IJH icon
175
iShares Core S&P Mid-Cap ETF
IJH
$105B
$13.9K 0.05%
+222