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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$9.1M
3
+$4.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.45M
5
NVDA icon
NVIDIA
NVDA
+$3.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.73%
2 Financials 11.8%
3 Healthcare 11.73%
4 Consumer Discretionary 9.81%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.35M 7.63%
+52,672
2
$9.1M 7.43%
+27,066
3
$4.2M 3.43%
+25,200
4
$3.45M 2.82%
+23,840
5
$3.08M 2.51%
+104,620
6
$2.88M 2.35%
+8,558
7
$2.86M 2.33%
+16,490
8
$2.71M 2.21%
+5,403
9
$2.66M 2.17%
+59,812
10
$2.61M 2.13%
+7,398
11
$2.6M 2.12%
+18,479
12
$2.5M 2.04%
+8,369
13
$2.26M 1.84%
+5,443
14
$2.25M 1.83%
+3,961
15
$2.23M 1.82%
+13,619
16
$2.09M 1.71%
+5,465
17
$2.08M 1.7%
+29,695
18
$2.07M 1.69%
+12,310
19
$2.06M 1.68%
+12,049
20
$2.05M 1.68%
+22,080
21
$2.03M 1.66%
+24,957
22
$1.92M 1.57%
+7,162
23
$1.89M 1.54%
+32,062
24
$1.78M 1.46%
+7,084
25
$1.77M 1.44%
+18,954
1
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