PFG

Putney Financial Group Portfolio holdings

AUM $101M
1-Year Est. Return 24.29%
This Quarter Est. Return
1 Year Est. Return
+24.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$8.96M
3
+$7.79M
4
MSFT icon
Microsoft
MSFT
+$5.93M
5
CPRT icon
Copart
CPRT
+$3.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 44.67%
2 Industrials 11.52%
3 Communication Services 10.94%
4 Consumer Discretionary 9.54%
5 Financials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.75K 0.01%
+90
227
$8.48K 0.01%
+200
228
$8.37K 0.01%
+142
229
$8.26K 0.01%
+170
230
$8.24K 0.01%
+110
231
$8.05K 0.01%
+18
232
$8.03K 0.01%
+142
233
$7.42K 0.01%
+87
234
$7.38K 0.01%
+33
235
$7.36K 0.01%
+35
236
$7.33K 0.01%
+330
237
$7.11K 0.01%
+67
238
$7.06K 0.01%
+300
239
$6.65K 0.01%
+175
240
$6.57K 0.01%
+300
241
$6.35K 0.01%
+200
242
$6.24K 0.01%
+9
243
$6.21K 0.01%
+196
244
$5.68K 0.01%
+27
245
$5.38K ﹤0.01%
+100
246
$5.33K ﹤0.01%
+100
247
$5.18K ﹤0.01%
+58
248
$5.17K ﹤0.01%
+150
249
$4.99K ﹤0.01%
+147
250
$4.91K ﹤0.01%
+75
8 9
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