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
$95M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$31.7K
2
+$26.1K
3
+$19.2K
4
SSD icon
Simpson Manufacturing
SSD
+$17.6K
5
GEV icon
GE Vernova
GEV
+$15.6K

Top Sells

1
+$1.91M
2
+$775K
3
+$571K
4
UNP icon
Union Pacific
UNP
+$347K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$346K

Sector Composition

1 Technology 45.38%
2 Industrials 12.26%
3 Financials 9.82%
4 Communication Services 9.55%
5 Consumer Discretionary 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.08K 0.01%
55
227
$6.06K 0.01%
+100
228
$6.01K 0.01%
196
229
$6K 0.01%
330
230
$5.94K 0.01%
175
231
$5.51K 0.01%
75
232
$5.43K 0.01%
+118
233
$5.33K 0.01%
100
234
$5.29K 0.01%
25
-496
235
$5.04K 0.01%
32
-627
236
$4.92K 0.01%
+130
237
$4.88K 0.01%
+160
238
$4.78K 0.01%
55
239
$4.7K ﹤0.01%
100
240
$4.68K ﹤0.01%
50
241
$4.54K ﹤0.01%
398
242
$4.5K ﹤0.01%
200
243
$4.1K ﹤0.01%
111
244
$4.06K ﹤0.01%
160
245
$3.95K ﹤0.01%
40
246
$3.88K ﹤0.01%
147
247
$3.85K ﹤0.01%
58
248
$3.77K ﹤0.01%
160
249
$3.67K ﹤0.01%
33
250
$3.67K ﹤0.01%
25
8 9
10
11 12