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
76
$147K 0.15%
350
77
$134K 0.14%
429
+17
78
$129K 0.14%
509
79
$123K 0.13%
240
+62
80
$118K 0.12%
841
-999
81
$117K 0.12%
1,125
82
$113K 0.12%
376
-23
83
$107K 0.11%
978
84
$102K 0.11%
1,659
85
$100K 0.11%
900
86
$99.7K 0.1%
1,925
-100
87
$98.4K 0.1%
1,371
-100
88
$97.3K 0.1%
1,961
89
$94.2K 0.1%
640
90
$91K 0.1%
765
-248
91
$90.1K 0.09%
142
-19
92
$85.5K 0.09%
1,646
93
$85K 0.09%
152
-6
94
$85K 0.09%
1,000
95
$83.8K 0.09%
679
96
$82.7K 0.09%
942
-87
97
$80.2K 0.08%
2,897
98
$79.4K 0.08%
443
-112
99
$78.4K 0.08%
129
100
$78.3K 0.08%
321
2 3
4
5 6