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
$9.94M
AUM Growth
-$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$5.8M
2
+$5.66M
3
+$2.08M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.95M
5
AMZN icon
Amazon
AMZN
+$1.92M

Sector Composition

1 Technology 7.57%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.65M 16.61%
11,877
-2,276
2
$1.15M 11.54%
17,609
-4,855
3
$763K 7.68%
15,646
-3,806
4
$687K 6.91%
14,758
-4,061
5
$672K 6.77%
6,332
-958
6
$662K 6.67%
7,070
-1,699
7
$606K 6.1%
12,488
-4,036
8
$580K 5.83%
11,441
-2,458
9
$416K 4.19%
5,778
-1,084
10
$393K 3.96%
2,386
-35,180
11
$369K 3.71%
6,149
-1,400
12
$359K 3.61%
1,245
-19,646
13
$312K 3.14%
5,158
-735
14
$308K 3.1%
7,597
-564
15
$299K 3.01%
3,287
-729
16
$247K 2.49%
539
-79
17
$234K 2.36%
4,002
-1,279
18
$231K 2.32%
7,105
-569
19
– –
-7,634
20
– –
-14,548
21
– –
-2,511
22
– –
-3,095
23
– –
-3,154
24
– –
-8,572
25
– –
-22,809
1
2 3