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
$127M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1 +$5.71M
2 +$600K
3 +$55.2K
4
NCLH icon
Norwegian Cruise Line
NCLH
+$44.5K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$30.9K

Top Sells

1 +$988K
2 +$43.1K
3 +$21.2K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$19.8K
5
SDOW icon
ProShares UltraPro Short Dow 30
SDOW
+$11.9K

Sector Composition

1 Technology 2.21%
2 Consumer Discretionary 1.15%
3 Consumer Staples 0.98%
4 Healthcare 0.68%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
STEM icon
226
Stem
STEM
$151M
$2.55K ﹤0.01%
23
+8
QRVO icon
227
Qorvo
QRVO
$8.26B
$2.54K ﹤0.01%
25
CPRX icon
228
Catalyst Pharmaceutical
CPRX
$2.85B
$2.49K ﹤0.01%
150
+100
UAN icon
229
CVR Partners
UAN
$997M
$2.48K ﹤0.01%
28
+3
CCL icon
230
Carnival Corp
CCL
$34.2B
$2.42K ﹤0.01%
238
GM icon
231
General Motors
GM
$70.6B
$2.38K ﹤0.01%
65
UEC icon
232
Uranium Energy
UEC
$6.6B
$2.3K ﹤0.01%
800
RWJ icon
233
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.56B
$2.24K ﹤0.01%
+60
PBF icon
234
PBF Energy
PBF
$3.7B
$2.17K ﹤0.01%
50
-50
AMKR icon
235
Amkor Technology
AMKR
$11.1B
$2.16K ﹤0.01%
83
DTM icon
236
DT Midstream
DTM
$12.2B
$2.12K ﹤0.01%
43
DOW icon
237
Dow Inc
DOW
$16.2B
$2.07K ﹤0.01%
38
+1
NUVA
238
DELISTED
NuVasive, Inc.
NUVA
$2.07K ﹤0.01%
50
IJJ icon
239
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.96B
$2.06K ﹤0.01%
+20
PLL
240
DELISTED
Piedmont Lithium
PLL
$2.04K ﹤0.01%
34
PYPL icon
241
PayPal
PYPL
$57.2B
$1.97K ﹤0.01%
26
VFC icon
242
VF Corp
VFC
$7.04B
$1.95K ﹤0.01%
85
CGC
243
Canopy Growth
CGC
$373M
$1.93K ﹤0.01%
111
NIO icon
244
NIO
NIO
$12.8B
$1.89K ﹤0.01%
180
LEV
245
DELISTED
The Lion Electric Company
LEV
$1.86K ﹤0.01%
1,000
KHC icon
246
Kraft Heinz
KHC
$29B
$1.86K ﹤0.01%
48
SOFI icon
247
SoFi Technologies
SOFI
$33.3B
$1.82K ﹤0.01%
300
BHP icon
248
BHP
BHP
$148B
$1.82K ﹤0.01%
29
+1
BIDU icon
249
Baidu
BIDU
$44.7B
$1.81K ﹤0.01%
12
LIN icon
250
Linde
LIN
$182B
$1.78K ﹤0.01%
5