PFG
Putney Financial Group Portfolio holdings
AUM
$101M
1-Year Est. Return
24.29%
1 Year Est. Return
+24.29%
AUM
$99M
AUM Growth
+$4M
(+4.2%)
Holding
307
Top Buys
| 1 | +$1.32M | |
| 2 | +$720K | |
| 3 | +$195K | |
| 4 |
Xylem
XYL
|
+$181K |
| 5 |
Becton Dickinson
BDX
|
+$165K |
Top Sells
| 1 | +$1.41M | |
| 2 | +$655K | |
| 3 | +$411K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$399K |
| 5 |
Microsoft
MSFT
|
+$364K |
Sector Composition
| 1 | Technology | 45.23% |
| 2 | Industrials | 13.02% |
| 3 | Communication Services | 10.36% |
| 4 | Consumer Discretionary | 9.51% |
| 5 | Financials | 8.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Hologic
HOLX
$16.5B
| – | – |
-35
|
|
||
302
Boston Beer
SAM
$2.13B
| – | – |
-4
|
|
||
303
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
| – | – |
-266
|
|
||
304
Whirlpool
WHR
$3.84B
| – | – |
-150
|
|
||
305
Brookfield Renewable
BEPC
$7.97B
| – | – |
-110
|
|
||
306
AstraZeneca
AZN
$260B
| – | – |
-75
|
|
||
307
ARK Genomic Revolution ETF
ARKG
$1.13B
| – | – |
-300
|
|