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
$10.1M
AUM Growth
-$848K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$32.7K
2
+$17.2K
3
+$16.5K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$14.9K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$6.99K

Top Sells

1
+$284K
2
+$208K
3
+$15.3K
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$9.79K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.02K

Sector Composition

1 Technology 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.91M 18.95%
12,386
+112
2
$1.15M 11.41%
17,554
-234
3
$751K 7.46%
15,773
+96
4
$697K 6.93%
15,920
+746
5
$669K 6.65%
6,414
+143
6
$599K 5.96%
12,246
+47
7
$581K 5.78%
12,088
+343
8
$576K 5.72%
6,669
+81
9
$464K 4.62%
1,471
+11
10
$418K 4.16%
5,849
+18
11
$361K 3.59%
6,316
+23
12
$339K 3.37%
1,982
+20
13
$308K 3.06%
7,316
+8
14
$287K 2.85%
4,917
-168
15
$280K 2.78%
4,862
-22
16
$241K 2.39%
527
-11
17
$228K 2.27%
7,252
+117
18
$205K 2.04%
964
+3
19
– –
-2,935
20
– –
-562