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
101
$76.7K 0.08%
241
-3
102
$74.9K 0.08%
565
103
$74K 0.08%
236
104
$72.5K 0.08%
270
105
$70.5K 0.07%
262
106
$70.1K 0.07%
3,085
107
$69.2K 0.07%
483
-40
108
$66.9K 0.07%
116
-253
109
$64.5K 0.07%
260
-39
110
$61.4K 0.06%
131
111
$60.5K 0.06%
365
-60
112
$58.6K 0.06%
250
113
$56.2K 0.06%
467
+217
114
$54.3K 0.06%
918
115
$54.2K 0.06%
920
116
$54.1K 0.06%
755
117
$53.7K 0.06%
205
118
$51.3K 0.05%
582
-28
119
$51.3K 0.05%
1,655
120
$49.9K 0.05%
275
121
$48.6K 0.05%
499
-95
122
$46.6K 0.05%
780
-86
123
$45K 0.05%
80
124
$42.8K 0.05%
652
-75
125
$42.8K 0.05%
130
3 4
5
6 7