PFG

Piershale Financial Group Portfolio holdings

AUM $157M
1-Year Est. Return 7.08%
This Quarter Est. Return
1 Year Est. Return
+7.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$16M
3 +$6.62M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$6.39M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.25M

Sector Composition

1 Technology 1.92%
2 Consumer Discretionary 1.01%
3 Consumer Staples 0.77%
4 Healthcare 0.54%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PYPL icon
226
PayPal
PYPL
$58.6B
$1.74K ﹤0.01%
26
BHP icon
227
BHP
BHP
$140B
$1.71K ﹤0.01%
29
KHC icon
228
Kraft Heinz
KHC
$30B
$1.7K ﹤0.01%
48
NGG icon
229
National Grid
NGG
$75.1B
$1.68K ﹤0.01%
26
BIDU icon
230
Baidu
BIDU
$41.2B
$1.64K ﹤0.01%
12
FCPI icon
231
Fidelity Stocks for Inflation ETF
FCPI
$246M
$1.64K ﹤0.01%
50
GEHC icon
232
GE HealthCare
GEHC
$36.1B
$1.63K ﹤0.01%
20
VFC icon
233
VF Corp
VFC
$7.09B
$1.62K ﹤0.01%
85
TGH
234
DELISTED
Textainer Group Holdings limited
TGH
$1.57K ﹤0.01%
40
MGM icon
235
MGM Resorts International
MGM
$9.69B
$1.49K ﹤0.01%
34
SPLK
236
DELISTED
Splunk Inc
SPLK
$1.49K ﹤0.01%
14
AUPH icon
237
Aurinia Pharmaceuticals
AUPH
$2.13B
$1.45K ﹤0.01%
150
BAC icon
238
Bank of America
BAC
$389B
$1.42K ﹤0.01%
49
CEVA icon
239
CEVA Inc
CEVA
$572M
$1.28K ﹤0.01%
50
DOCU icon
240
DocuSign
DOCU
$13.7B
$1.28K ﹤0.01%
25
JAZZ icon
241
Jazz Pharmaceuticals
JAZZ
$10.5B
$1.24K ﹤0.01%
10
KOS icon
242
Kosmos Energy
KOS
$526M
$1.2K ﹤0.01%
200
CCI icon
243
Crown Castle
CCI
$38.5B
$1.14K ﹤0.01%
10
HR icon
244
Healthcare Realty
HR
$6.38B
$1.02K ﹤0.01%
54
BAM icon
245
Brookfield Asset Management
BAM
$83.6B
$1.01K ﹤0.01%
31
RIVN icon
246
Rivian
RIVN
$21B
$916 ﹤0.01%
55
JBLU icon
247
JetBlue
JBLU
$1.62B
$886 ﹤0.01%
100
SXC icon
248
SunCoke Energy
SXC
$546M
$834 ﹤0.01%
106
PLUG icon
249
Plug Power
PLUG
$2.67B
$779 ﹤0.01%
75
DNOW icon
250
DNOW Inc
DNOW
$2.58B
$777 ﹤0.01%
75