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
HON icon
151
Honeywell
HON
$133B
$20.1K 0.08%
+97
IWF icon
152
iShares Russell 1000 Growth ETF
IWF
$124B
$20K 0.08%
+53
ICE icon
153
Intercontinental Exchange
ICE
$89.8B
$19.8K 0.08%
+123
IEX icon
154
IDEX
IEX
$12.7B
$19.4K 0.07%
+91
QQQE icon
155
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.27B
$19.4K 0.07%
+215
PM icon
156
Philip Morris
PM
$237B
$18.7K 0.07%
+154
AVLV icon
157
Avantis US Large Cap Value ETF
AVLV
$8.35B
$18.4K 0.07%
+279
LOW icon
158
Lowe's Companies
LOW
$138B
$18.3K 0.07%
+68
LIN icon
159
Linde
LIN
$211B
$18.2K 0.07%
+38
COR icon
160
Cencora
COR
$63.8B
$18.2K 0.07%
+81
BMY icon
161
Bristol-Myers Squibb
BMY
$90.7B
$18K 0.07%
+348
NKE icon
162
Nike
NKE
$101B
$17.9K 0.07%
+202
IWM icon
163
iShares Russell 2000 ETF
IWM
$70.9B
$17.7K 0.07%
+80
LMBS icon
164
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.4B
$16.9K 0.07%
+343
SPDW icon
165
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$16.8K 0.06%
+448
SPGI icon
166
S&P Global
SPGI
$148B
$16.6K 0.06%
+32
PSX icon
167
Phillips 66
PSX
$52B
$16.4K 0.06%
+125
TJX icon
168
TJX Companies
TJX
$160B
$16.2K 0.06%
+138
USMV icon
169
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$15.1K 0.06%
+166
VHT icon
170
Vanguard Health Care ETF
VHT
$16.1B
$14.5K 0.06%
+51
BUYW icon
171
Main BuyWrite ETF
BUYW
$846M
$14.2K 0.05%
+1,020
NFLX icon
172
Netflix
NFLX
$527B
$14.2K 0.05%
+20
IVW icon
173
iShares S&P 500 Growth ETF
IVW
$66.3B
$13.9K 0.05%
+145
IVT icon
174
InvenTrust Properties
IVT
$2.21B
$13.9K 0.05%
+489
IJH icon
175
iShares Core S&P Mid-Cap ETF
IJH
$101B
$13.9K 0.05%
+222