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
126
$42.6K 0.04%
387
-60
127
$41.7K 0.04%
191
128
$41.4K 0.04%
509
-213
129
$40.6K 0.04%
174
-25
130
$40.1K 0.04%
78
131
$39.7K 0.04%
1,350
132
$36.4K 0.04%
500
133
$35.4K 0.04%
60
134
$34.9K 0.04%
75
135
$34.9K 0.04%
300
136
$34K 0.04%
1,203
137
$33.8K 0.04%
517
138
$33.4K 0.04%
90
139
$30.6K 0.03%
129
140
$30.3K 0.03%
92
-186
141
$29.1K 0.03%
110
142
$28.5K 0.03%
266
143
$28K 0.03%
200
144
$27.9K 0.03%
565
145
$27.1K 0.03%
484
146
$25.3K 0.03%
175
147
$25.2K 0.03%
38
+29
148
$24.7K 0.03%
389
-135
149
$24.5K 0.03%
250
-485
150
$24.5K 0.03%
130
4 5
6
7 8