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
$121M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$988K
3
+$221K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$158K
5
ABBV icon
AbbVie
ABBV
+$155K

Top Sells

1
+$37.6M
2
+$465K
3
+$87.8K
4
PG icon
Procter & Gamble
PG
+$14.4K

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.13%
3 Consumer Staples 1.04%
4 Healthcare 0.75%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.84K ﹤0.01%
+20
227
$2.77K ﹤0.01%
+100
228
$2.73K ﹤0.01%
+5
229
$2.69K ﹤0.01%
+50
230
$2.68K ﹤0.01%
+15
231
$2.56K ﹤0.01%
+7
232
$2.55K ﹤0.01%
+111
233
$2.55K ﹤0.01%
+200
234
$2.52K ﹤0.01%
+25
235
$2.38K ﹤0.01%
+25
236
$2.38K ﹤0.01%
+43
237
$2.35K ﹤0.01%
+85
238
$2.31K ﹤0.01%
+95
239
$2.29K ﹤0.01%
+100
240
$2.27K ﹤0.01%
+25
241
$2.24K ﹤0.01%
+1,000
242
$2.22K ﹤0.01%
+200
243
$2.22K ﹤0.01%
+20
244
$2.19K ﹤0.01%
+65
245
$2.06K ﹤0.01%
+50
246
$1.99K ﹤0.01%
+83
247
$1.95K ﹤0.01%
+48
248
$1.95K ﹤0.01%
+68
249
$1.92K ﹤0.01%
+5
250
$1.92K ﹤0.01%
+238
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