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
$121M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$562K
2
+$355K
3
+$314K
4
PYPL icon
PayPal
PYPL
+$256K
5
ADBE icon
Adobe
ADBE
+$223K

Top Sells

1
+$211K
2
+$122K
3
+$104K
4
PFE icon
Pfizer
PFE
+$71.9K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$60.9K

Sector Composition

1 Technology 25.17%
2 Financials 12.29%
3 Healthcare 12.26%
4 Consumer Discretionary 9.68%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.32M 7.72%
53,355
+683
2
$8.91M 7.38%
28,890
+1,824
3
$4.46M 3.7%
27,380
+2,180
4
$3.51M 2.91%
25,240
+1,400
5
$3.05M 2.53%
8,656
+287
6
$2.98M 2.47%
109,110
+4,490
7
$2.85M 2.36%
5,591
+188
8
$2.75M 2.28%
7,668
+270
9
$2.62M 2.17%
63,604
+3,792
10
$2.59M 2.15%
16,324
-166
11
$2.33M 1.93%
19,712
+1,233
12
$2.31M 1.92%
23,584
+1,504
13
$2.25M 1.86%
12,689
+640
14
$2.22M 1.84%
9,969
+1,411
15
$2.18M 1.81%
14,285
+666
16
$2.06M 1.71%
12,750
+440
17
$2.03M 1.68%
4,451
+490
18
$2.01M 1.66%
7,341
+257
19
$1.97M 1.63%
5,965
+500
20
$1.95M 1.61%
27,945
-1,750
21
$1.87M 1.55%
7,566
+404
22
$1.79M 1.48%
10,987
+127
23
$1.78M 1.48%
9,169
+769
24
$1.77M 1.47%
26,998
+2,041
25
$1.75M 1.45%
7,875
+509
1
2 3 4