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
176
$21.7K 0.02%
+2,000
177
$21.4K 0.02%
+345
178
$20.6K 0.02%
+1,050
179
$20.5K 0.02%
+400
180
$20.3K 0.02%
+188
181
$19.9K 0.02%
+375
182
$19.4K 0.02%
+620
183
$19.3K 0.02%
+591
184
$18.8K 0.02%
+140
185
$18K 0.02%
+263
186
$17.5K 0.02%
+218
187
$17.2K 0.02%
+150
188
$16.3K 0.01%
+176
189
$15.5K 0.01%
+584
190
$15.4K 0.01%
+74
191
$15.3K 0.01%
+60
192
$14.6K 0.01%
+825
193
$14.5K 0.01%
+30
194
$14.3K 0.01%
+133
195
$14.2K 0.01%
+160
196
$14K 0.01%
+60
197
$13.8K 0.01%
+520
198
$13.8K 0.01%
+8
199
$13.8K 0.01%
+125
200
$13.8K 0.01%
+170
6 7
8
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