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
251
$4.91K ﹤0.01%
+55
252
$4.67K ﹤0.01%
+104
253
$4.63K ﹤0.01%
+55
254
$4.55K ﹤0.01%
+50
255
$4.53K ﹤0.01%
+398
256
$4.46K ﹤0.01%
+40
257
$4.4K ﹤0.01%
+39
258
$4.35K ﹤0.01%
+160
259
$4.28K ﹤0.01%
+200
260
$4.17K ﹤0.01%
+111
261
$4.08K ﹤0.01%
+295
262
$4.07K ﹤0.01%
+500
263
$3.35K ﹤0.01%
+160
264
$3.29K ﹤0.01%
+33
265
$3.23K ﹤0.01%
+25
266
$3.1K ﹤0.01%
+200
267
$3.1K ﹤0.01%
+125
268
$3.04K ﹤0.01%
+110
269
$3.01K ﹤0.01%
+300
270
$2.99K ﹤0.01%
+35
271
$2.9K ﹤0.01%
+60
272
$2.62K ﹤0.01%
+31
273
$2.6K ﹤0.01%
+44
274
$2.53K ﹤0.01%
+23
275
$2.52K ﹤0.01%
+35
9 10
11
12 13