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
301
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302
$99 ﹤0.01%
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304
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305
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