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
$122M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$13.8M
3 +$13.8M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.66M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$6.58M

Top Sells

1 +$6.64M
2 +$6.44M
3 +$2.79M
4
AVT icon
Avnet
AVT
+$2.71M
5
OSK icon
Oshkosh
OSK
+$2.64M

Sector Composition

1 Industrials 5.15%
2 Healthcare 4.56%
3 Energy 4.06%
4 Technology 3.67%
5 Utilities 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-29
227
-25
228
0
229
$0 ﹤0.01%
38
230
$0 ﹤0.01%
2