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
201
$13.7K 0.01%
+310
202
$13.3K 0.01%
+75
203
$13.3K 0.01%
+60
204
$13.2K 0.01%
+510
205
$12.9K 0.01%
+75
206
$12.7K 0.01%
+400
207
$12.5K 0.01%
+165
208
$12.3K 0.01%
+89
209
$12.2K 0.01%
+64
210
$12K 0.01%
+287
211
$11.3K 0.01%
+90
212
$11.2K 0.01%
+70
213
$11.2K 0.01%
+60
214
$10.7K 0.01%
+150
215
$10.5K 0.01%
+200
216
$10.2K 0.01%
+270
217
$10K 0.01%
+25
218
$9.94K 0.01%
+2
219
$9.91K 0.01%
+352
220
$9.87K 0.01%
+265
221
$9.75K 0.01%
+2,201
222
$9.72K 0.01%
+117
223
$9.01K 0.01%
+105
224
$8.96K 0.01%
+55
225
$8.81K 0.01%
+50
7 8
9
10 11