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
201
$10.3K 0.01%
352
202
$10.3K 0.01%
227
-83
203
$10K 0.01%
+84
204
$9.98K 0.01%
+32
205
$9.92K 0.01%
152
+65
206
$9.9K 0.01%
18
207
$9.21K 0.01%
2
208
$9.06K 0.01%
55
209
$9.04K 0.01%
270
210
$9.03K 0.01%
25
211
$8.85K 0.01%
200
212
$8.82K 0.01%
142
213
$8.74K 0.01%
67
214
$7.83K 0.01%
142
215
$7.7K 0.01%
125
216
$7.68K 0.01%
90
217
$7.33K 0.01%
266
-254
218
$7.25K 0.01%
200
219
$7.17K 0.01%
170
220
$7.05K 0.01%
104
221
$6.65K 0.01%
33
222
$6.65K 0.01%
300
223
$6.32K 0.01%
50
224
$6.25K 0.01%
27
225
$6.23K 0.01%
300
7 8
9
10 11