PFW

Petros Family Wealth Portfolio holdings

AUM $119M
1-Year Est. Return 24.86%
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$5.66M
3
+$4.09M
4
MSFT icon
Microsoft
MSFT
+$3.46M
5
NVDA icon
NVIDIA
NVDA
+$2.74M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.03%
2 Healthcare 12.57%
3 Financials 11.38%
4 Industrials 11.28%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$854K 0.92%
+3,276
27
$847K 0.91%
+3,987
28
$828K 0.89%
+7,155
29
$816K 0.88%
+4,312
30
$775K 0.84%
+2,266
31
$775K 0.84%
+1,323
32
$763K 0.82%
+3,630
33
$761K 0.82%
+28,668
34
$741K 0.8%
+4,870
35
$736K 0.79%
+16,749
36
$706K 0.76%
+3,765
37
$695K 0.75%
+4,806
38
$685K 0.74%
+1,761
39
$681K 0.73%
+1
40
$660K 0.71%
+741
41
$629K 0.68%
+20,050
42
$615K 0.66%
+5,398
43
$591K 0.64%
+2,548
44
$580K 0.63%
+3,190
45
$573K 0.62%
+3,225
46
$560K 0.6%
+3,051
47
$557K 0.6%
+6,163
48
$543K 0.59%
+1,198
49
$540K 0.58%
+9,555
50
$534K 0.58%
+6,332
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