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
$106M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$590K
2
+$425K
3
+$354K
4
META icon
Meta Platforms (Facebook)
META
+$224K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$222K

Top Sells

1
+$275K
2
+$270K
3
+$239K
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$208K
5
T icon
AT&T
T
+$164K

Sector Composition

1 Technology 24.27%
2 Healthcare 14.51%
3 Financials 12.37%
4 Consumer Discretionary 9.03%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.01M 7.54%
31,187
+2,297
2
$7.72M 7.27%
56,460
+3,105
3
$3.26M 3.07%
30,716
+3,336
4
$3.02M 2.85%
5,886
+295
5
$2.97M 2.8%
27,280
+2,040
6
$2.51M 2.36%
9,177
+521
7
$2.38M 2.24%
13,401
+712
8
$2.31M 2.18%
21,277
+1,565
9
$2.2M 2.07%
15,310
+1,025
10
$2.19M 2.06%
70,372
+6,768
11
$2.04M 1.92%
25,638
+2,054
12
$1.96M 1.84%
7,922
+356
13
$1.95M 1.84%
15,572
-752
14
$1.94M 1.82%
6,518
+553
15
$1.84M 1.73%
11,012
+595
16
$1.83M 1.72%
8,163
+495
17
$1.83M 1.72%
11,360
+1,391
18
$1.82M 1.71%
4,964
+513
19
$1.81M 1.7%
119,260
+10,150
20
$1.74M 1.63%
6,332
+512
21
$1.73M 1.63%
22,306
+1,912
22
$1.72M 1.62%
18,899
+525
23
$1.72M 1.62%
9,890
+721
24
$1.71M 1.61%
19,964
+592
25
$1.71M 1.61%
32,592
+1,919
1
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