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
276
$2.45K ﹤0.01%
+300
277
$2.42K ﹤0.01%
+65
278
$1.91K ﹤0.01%
+15
279
$1.85K ﹤0.01%
+28
280
$1.53K ﹤0.01%
+42
281
$1.51K ﹤0.01%
+160
282
$1.2K ﹤0.01%
+5
283
$1.2K ﹤0.01%
+4
284
$908 ﹤0.01%
+16
285
$789 ﹤0.01%
+5
286
$756 ﹤0.01%
+42
287
$736 ﹤0.01%
+4
288
$711 ﹤0.01%
+9
289
$588 ﹤0.01%
+30
290
$565 ﹤0.01%
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291
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292
$450 ﹤0.01%
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293
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294
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+100
295
$436 ﹤0.01%
+10
296
$378 ﹤0.01%
+25
297
$331 ﹤0.01%
+12
298
$300 ﹤0.01%
+1
299
$261 ﹤0.01%
+21
300
$252 ﹤0.01%
+3
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12
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