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
$75.6M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$330K
2
+$218K
3
+$208K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$206K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$196K

Top Sells

1
+$2.59M
2
+$2.58M
3
+$1.18M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$984K
5
CVX icon
Chevron
CVX
+$979K

Sector Composition

1 Technology 22.42%
2 Healthcare 13.81%
3 Financials 11.16%
4 Industrials 8.49%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.01M 6.62%
20,891
-10,805
2
$4.88M 6.45%
37,566
-19,881
3
$2.08M 2.75%
3,930
-2,228
4
$1.95M 2.57%
6,305
-3,184
5
$1.92M 2.53%
22,809
-10,561
6
$1.91M 2.53%
10,659
-5,457
7
$1.71M 2.26%
14,153
-937
8
$1.7M 2.25%
19,246
-10,414
9
$1.61M 2.13%
16,805
-9,566
10
$1.61M 2.12%
9,093
-4,709
11
$1.6M 2.11%
14,548
-7,623
12
$1.53M 2.02%
46,168
-25,632
13
$1.52M 2.01%
13,792
-7,644
14
$1.52M 2.01%
10,009
-5,554
15
$1.46M 1.93%
22,464
-1,647
16
$1.35M 1.78%
6,291
-3,653
17
$1.32M 1.74%
4,171
-2,334
18
$1.32M 1.74%
2,708
-1,487
19
$1.3M 1.72%
7,201
-4,032
20
$1.29M 1.71%
88,510
-47,990
21
$1.26M 1.67%
19,756
-11,337
22
$1.24M 1.64%
30,072
-14,886
23
$1.23M 1.63%
7,634
-4,097
24
$1.21M 1.6%
14,519
-8,170
25
$1.17M 1.54%
22,782
-12,304
1
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