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
$10.9M
AUM Growth
+$968K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$212K
2
+$208K
3
+$73.2K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$62.9K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$50.9K

Top Sells

1
+$82.3K
2
+$46K
3
+$34K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$14.1K
5
SECT icon
Main Sector Rotation ETF
SECT
+$12.5K

Sector Composition

1 Technology 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.95M 17.85%
12,274
+397
2
$1.2M 11%
17,788
+179
3
$773K 7.09%
15,677
+31
4
$698K 6.4%
15,174
+416
5
$689K 6.32%
6,271
-61
6
$629K 5.76%
6,588
-482
7
$597K 5.48%
12,199
-289
8
$588K 5.4%
11,745
+304
9
$497K 4.56%
1,460
+215
10
$441K 4.04%
5,831
+53
11
$381K 3.49%
1,962
-424
12
$369K 3.39%
6,293
+144
13
$315K 2.89%
7,308
-289
14
$311K 2.85%
5,085
-73
15
$284K 2.6%
2,935
-352
16
$282K 2.59%
4,884
+882
17
$257K 2.36%
538
-1
18
$229K 2.1%
7,135
+30
19
$212K 1.94%
+961
20
$208K 1.9%
+562