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
176
$14.4K 0.02%
400
177
$14.2K 0.02%
825
178
$14K 0.01%
170
179
$14K 0.01%
+60
180
$14K 0.01%
119
+30
181
$13.8K 0.01%
165
182
$13.7K 0.01%
60
183
$13.5K 0.01%
150
184
$13.3K 0.01%
285
-90
185
$13.3K 0.01%
133
186
$12.8K 0.01%
75
187
$12.6K 0.01%
30
188
$12.5K 0.01%
510
189
$12.5K 0.01%
75
190
$12.3K 0.01%
200
191
$12.2K 0.01%
64
192
$12K 0.01%
60
193
$11.6K 0.01%
160
194
$11K 0.01%
265
195
$10.8K 0.01%
150
196
$10.7K 0.01%
117
197
$10.6K 0.01%
146
-72
198
$10.5K 0.01%
60
199
$10.5K 0.01%
90
200
$10.5K 0.01%
70
6 7
8
9 10