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
$15.2M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$472K
2
+$366K
3
+$338K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$336K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$329K

Top Sells

1
+$241K
2
+$62.9K
3
+$22.7K

Sector Composition

1 Technology 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.33M 15.28%
13,289
+903
2
$1.45M 9.52%
20,672
+3,118
3
$924K 6.06%
18,266
+2,493
4
$873K 5.73%
18,828
+2,908
5
$788K 5.17%
6,780
+366
6
$760K 4.98%
14,579
+2,333
7
$726K 4.76%
7,494
+825
8
$686K 4.5%
13,380
+1,292
9
$566K 3.71%
1,505
+34
10
$521K 3.42%
2,708
+726
11
$472K 3.1%
+4,519
12
$419K 2.75%
7,069
+753
13
$412K 2.7%
5,074
-775
14
$366K 2.4%
+4,063
15
$365K 2.39%
6,252
+1,390
16
$338K 2.22%
+825
17
$336K 2.21%
+3,987
18
$329K 2.16%
+3,231
19
$318K 2.09%
6,829
-487
20
$317K 2.08%
4,979
+62
21
$312K 2.05%
+1,201
22
$265K 1.74%
+4,780
23
$241K 1.58%
7,351
+99
24
$231K 1.51%
+2,865
25
$230K 1.51%
968
+4
1
2