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
151
$34.5K 0.03%
+200
152
$34.4K 0.03%
+515
153
$32.9K 0.03%
+300
154
$32.1K 0.03%
+225
155
$31.4K 0.03%
+75
156
$31.2K 0.03%
+60
157
$30.3K 0.03%
+129
158
$30K 0.03%
+266
159
$29.9K 0.03%
+630
160
$29.7K 0.03%
+484
161
$29.2K 0.03%
+250
162
$28.4K 0.03%
+170
163
$28.2K 0.03%
+125
164
$27.9K 0.02%
+565
165
$27.4K 0.02%
+1,203
166
$26.8K 0.02%
+1,175
167
$26.5K 0.02%
+110
168
$26.3K 0.02%
+1,016
169
$25.6K 0.02%
+175
170
$25.4K 0.02%
+150
171
$25K 0.02%
+1,171
172
$24.1K 0.02%
+130
173
$23.8K 0.02%
+127
174
$23.3K 0.02%
+304
175
$22.8K 0.02%
+640
5 6
7
8 9