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
151
$23.8K 0.03%
520
-110
152
$23.8K 0.03%
1,016
153
$23.4K 0.02%
345
154
$23.1K 0.02%
1,050
155
$23K 0.02%
115
-55
156
$22.9K 0.02%
188
157
$22.8K 0.02%
127
158
$22K 0.02%
304
159
$21K 0.02%
2,000
160
$21K 0.02%
640
161
$19.7K 0.02%
370
-145
162
$19.7K 0.02%
176
163
$19.2K 0.02%
620
164
$18.1K 0.02%
1,171
165
$17.6K 0.02%
+112
166
$17.5K 0.02%
90
-35
167
$17.5K 0.02%
775
-400
168
$17.1K 0.02%
100
-50
169
$16.7K 0.02%
263
170
$16.4K 0.02%
140
171
$15.6K 0.02%
+51
172
$15.5K 0.02%
+105
173
$15K 0.02%
8
174
$14.9K 0.02%
150
-75
175
$14.6K 0.02%
60
5 6
7
8 9