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PFG
Putney Financial Group Portfolio holdings
AUM
$99.3M
1-Year Est. Return
28.12%
This Fund
S&P 500
1 Year Est. Return
+28.12%
AUM
$99.3M
AUM Growth
-$7.71M
(-7.2%)
Holding
88
Top Buys
| 1 | +$1.11M | |
| 2 | +$750K | |
| 3 | +$743K | |
| 4 |
Coherent
COHR
|
+$555K |
| 5 |
Emcor
EME
|
+$548K |
Top Sells
| 1 | +$2.24M | |
| 2 | +$638K | |
| 3 | +$449K | |
| 4 |
Salesforce
CRM
|
+$340K |
| 5 |
Amazon
AMZN
|
+$336K |
Sector Composition
| 1 | Technology | 44.13% |
| 2 | Communication Services | 11.79% |
| 3 | Industrials | 9.53% |
| 4 | Financials | 8.89% |
| 5 | Consumer Discretionary | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Tesla
TSLA
$1.54T
| $238K | 0.24% |
640
-398
|
|
||
77
Danaher
DHR
$130B
| $235K | 0.24% |
1,239
-984
|
|
||
78
JPMorgan Equity Premium Income ETF
JEPI
$44.1B
| $225K | 0.23% |
+3,978
|
|
||
79
Home Depot
HD
$309B
| $220K | 0.22% |
669
-188
|
|
||
80
Vertex Pharmaceuticals
VRTX
$112B
| $218K | 0.22% |
488
-7
|
|
||
81
Philip Morris
PM
$274B
| $213K | 0.21% |
1,287
|
|
||
|
OKLO
82
Oklo
OKLO
$10.3B
| $211K | 0.21% |
+4,257
|
|
||
83
McKesson
MCK
$92.2B
| $209K | 0.21% |
+242
|
|
||
84
Sherwin-Williams
SHW
$73.9B
| $209K | 0.21% |
653
-196
|
|
||
85
Boston Scientific
BSX
$72.4B
| – | – |
-2,414
|
|
||
86
Intuit
INTU
$83.6B
| – | – |
-335
|
|
||
87
Qualcomm
QCOM
$230B
| – | – |
-1,646
|
|
||
88
Xylem
XYL
$26B
| – | – |
-1,719
|
|