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
126
$61.5K 0.05%
+425
127
$60.6K 0.05%
+205
128
$60.5K 0.05%
+594
129
$58.8K 0.05%
+918
130
$57.8K 0.05%
+610
131
$56.4K 0.05%
+447
132
$55.2K 0.05%
+866
133
$52.1K 0.05%
+275
134
$51.4K 0.05%
+727
135
$49.1K 0.04%
+199
136
$47.1K 0.04%
+80
137
$47K 0.04%
+755
138
$45.8K 0.04%
+4,761
139
$45.3K 0.04%
+1,655
140
$44.3K 0.04%
+293
141
$43.6K 0.04%
+1,350
142
$42K 0.04%
+78
143
$39.7K 0.04%
+524
144
$39.5K 0.04%
+5,305
145
$39.1K 0.03%
+191
146
$38.1K 0.03%
+932
147
$36.9K 0.03%
+90
148
$36.1K 0.03%
+500
149
$35.9K 0.03%
+130
150
$35.7K 0.03%
+517
4 5
6
7 8