PFG
Peterson Financial Group Portfolio holdings
AUM
$26M
This Quarter Return
+7.26%
1 Year Return
+28.41%
3 Year Return
+32.41%
5 Year Return
–
10 Year Return
–
AUM
$9.94M
AUM Growth
+$9.94M
(-87%)
Cap. Flow
-$68.6M
Cap. Flow
% of AUM
-690.67%
Top 10 Holdings %
Top 10 Hldgs %
76.25%
Holding
75
New
–
Increased
–
Reduced
18
Closed
57
Top Buys
No buys this quarter
Top Sells
| 1 |
Apple
AAPL
|
$5.8M |
| 2 |
Microsoft
MSFT
|
$5.66M |
| 3 |
UnitedHealth
UNH
|
$2.08M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.95M |
| 5 |
Amazon
AMZN
|
$1.92M |
Sector Composition
| 1 | Technology | 7.57% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
