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
51
$302K 0.32%
811
52
$301K 0.32%
6,629
-890
53
$301K 0.32%
604
-39
54
$284K 0.3%
6,805
-100
55
$270K 0.28%
1,041
-115
56
$259K 0.27%
950
+47
57
$258K 0.27%
897
+22
58
$258K 0.27%
2,228
-276
59
$256K 0.27%
417
60
$256K 0.27%
1,529
-1,114
61
$245K 0.26%
1,940
-30
62
$245K 0.26%
4,444
-36
63
$224K 0.24%
1,433
64
$204K 0.21%
1,118
65
$184K 0.19%
5,635
-730
66
$181K 0.19%
1,170
67
$176K 0.19%
798
68
$176K 0.19%
1,675
69
$172K 0.18%
1,145
-30
70
$170K 0.18%
463
-1
71
$169K 0.18%
542
-93
72
$159K 0.17%
817
73
$156K 0.16%
1,310
-48
74
$155K 0.16%
1,702
-118
75
$149K 0.16%
5,220
-475
1 2
3
4 5