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
251
$3.37K ﹤0.01%
39
252
$3.07K ﹤0.01%
110
253
$3.05K ﹤0.01%
80
-70
254
$3.01K ﹤0.01%
300
255
$2.99K ﹤0.01%
60
256
$2.78K ﹤0.01%
44
257
$2.73K ﹤0.01%
35
258
$2.72K ﹤0.01%
23
259
$2.41K ﹤0.01%
31
260
$2.16K ﹤0.01%
35
261
$2.13K ﹤0.01%
28
262
$1.93K ﹤0.01%
15
263
$1.38K ﹤0.01%
42
264
$1.11K ﹤0.01%
5
265
$955 ﹤0.01%
4
266
$837 ﹤0.01%
42
267
$761 ﹤0.01%
16
268
$731 ﹤0.01%
75
-220
269
$604 ﹤0.01%
9
270
$558 ﹤0.01%
30
271
$532 ﹤0.01%
72
272
$449 ﹤0.01%
4
273
$449 ﹤0.01%
5
274
$376 ﹤0.01%
10
275
$332 ﹤0.01%
12
9 10
11
12 13