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
76
$342K 0.37%
+4,327
77
$337K 0.36%
+1,765
78
$331K 0.36%
+3,656
79
$316K 0.34%
+4,118
80
$316K 0.34%
+249
81
$314K 0.34%
+1,044
82
$313K 0.34%
+1,517
83
$309K 0.33%
+293
84
$303K 0.33%
+576
85
$302K 0.33%
+666
86
$302K 0.33%
+722
87
$290K 0.31%
+917
88
$290K 0.31%
+4,076
89
$288K 0.31%
+2,197
90
$288K 0.31%
+2,238
91
$288K 0.31%
+10,503
92
$288K 0.31%
+1,272
93
$283K 0.31%
+3,830
94
$280K 0.3%
+3,490
95
$279K 0.3%
+1,358
96
$274K 0.3%
+3,096
97
$271K 0.29%
+2,931
98
$261K 0.28%
+3,171
99
$261K 0.28%
+564
100
$259K 0.28%
+1,104
2 3
4
5 6