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
$103M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.36M
3
+$1.11M
4
CRM icon
Salesforce
CRM
+$968K
5
CVX icon
Chevron
CVX
+$678K

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.31M
4
C icon
Citigroup
C
+$1.02M
5
GS icon
Goldman Sachs
GS
+$453K

Sector Composition

1 Technology 24.28%
2 Healthcare 14.1%
3 Financials 11.24%
4 Consumer Discretionary 8.92%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.94M 7.72%
57,447
+987
2
$7.38M 7.18%
31,696
+509
3
$3.77M 3.67%
33,370
+2,654
4
$3.11M 3.02%
6,158
+272
5
$2.84M 2.76%
29,660
+2,380
6
$2.53M 2.46%
9,489
+312
7
$2.42M 2.35%
9,128
+965
8
$2.32M 2.25%
16,116
+4,720
9
$2.25M 2.19%
13,802
+401
10
$2.17M 2.11%
71,800
+1,428
11
$2.15M 2.09%
22,171
+894
12
$1.96M 1.91%
15,563
+253
13
$1.93M 1.88%
26,371
+733
14
$1.87M 1.82%
21,436
+1,472
15
$1.83M 1.78%
11,233
+221
16
$1.81M 1.76%
44,958
+9,060
17
$1.8M 1.75%
15,090
-482
18
$1.79M 1.75%
6,505
+173
19
$1.78M 1.73%
22,689
+383
20
$1.66M 1.61%
9,944
+54
21
$1.66M 1.61%
136,500
+17,240
22
$1.62M 1.58%
4,195
+791
23
$1.57M 1.53%
11,731
+690
24
$1.54M 1.49%
35,086
+2,494
25
$1.53M 1.49%
31,093
+1,319
1
2 3 4