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
101
$93K 0.08%
+1,029
102
$92.7K 0.08%
+523
103
$92.6K 0.08%
+158
104
$90.3K 0.08%
+321
105
$90.2K 0.08%
+1,029
106
$90.2K 0.08%
+978
107
$88.4K 0.08%
+659
108
$86.3K 0.08%
+1,000
109
$86K 0.08%
+1,970
110
$83.5K 0.07%
+178
111
$83.2K 0.07%
+244
112
$82.3K 0.07%
+236
113
$82K 0.07%
+129
114
$79.3K 0.07%
+1,646
115
$78K 0.07%
+1,722
116
$77.8K 0.07%
+262
117
$77.4K 0.07%
+679
118
$75.8K 0.07%
+299
119
$73.5K 0.07%
+920
120
$67.1K 0.06%
+735
121
$67K 0.06%
+131
122
$66.5K 0.06%
+270
123
$64.9K 0.06%
+722
124
$63.9K 0.06%
+565
125
$61.9K 0.06%
+3,085