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
AIRR icon
176
First Trust RBA American Industrial Renaissance ETF
AIRR
$6.44B
$13.7K 0.05%
+183
CL icon
177
Colgate-Palmolive
CL
$62.5B
$13.6K 0.05%
+131
TSN icon
178
Tyson Foods
TSN
$20.9B
$13.5K 0.05%
+227
CSX icon
179
CSX Corp
CSX
$69.1B
$13.4K 0.05%
+389
DYNF icon
180
BlackRock US Equity Factor Rotation ETF
DYNF
$30.4B
$13.4K 0.05%
+271
C icon
181
Citigroup
C
$200B
$13.1K 0.05%
+209
USB icon
182
US Bancorp
USB
$83.5B
$13K 0.05%
+284
BAC icon
183
Bank of America
BAC
$396B
$13K 0.05%
+327
SOLV icon
184
Solventum
SOLV
$14.3B
$12.8K 0.05%
+184
DFS
185
DELISTED
Discover Financial Services
DFS
$12.7K 0.05%
+90
ZTS icon
186
Zoetis
ZTS
$52.1B
$12.4K 0.05%
+63
COF icon
187
Capital One
COF
$153B
$12.2K 0.05%
+81
KMI icon
188
Kinder Morgan
KMI
$59.6B
$12.1K 0.05%
+549
FDEC icon
189
FT Vest US Equity Buffer ETF December
FDEC
$1.13B
$12K 0.05%
+274
YUM icon
190
Yum! Brands
YUM
$41.7B
$12K 0.05%
+86
FEZ icon
191
SPDR Euro Stoxx 50 ETF
FEZ
$4.92B
$11.9K 0.05%
+224
COST icon
192
Costco
COST
$392B
$11.8K 0.05%
+13
GILD icon
193
Gilead Sciences
GILD
$153B
$11.7K 0.05%
+139
SPEM icon
194
SPDR Portfolio Emerging Markets ETF
SPEM
$15.6B
$11.6K 0.04%
+280
CGDV icon
195
Capital Group Dividend Value ETF
CGDV
$25.8B
$11.4K 0.04%
+313
ETW
196
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1B
$11.4K 0.04%
+1,315
QCOM icon
197
Qualcomm
QCOM
$191B
$11.2K 0.04%
+66
DIS icon
198
Walt Disney
DIS
$197B
$10.8K 0.04%
+112
NEM icon
199
Newmont
NEM
$109B
$10.7K 0.04%
+200
SLV icon
200
iShares Silver Trust
SLV
$33B
$10.7K 0.04%
+375