PFG
Piershale Financial Group Portfolio holdings
AUM
$157M
This Quarter Return
+0.5%
1 Year Return
+7.08%
3 Year Return
+81.99%
5 Year Return
+142.21%
10 Year Return
+327.64%
AUM
$121M
AUM Growth
+$121M
(-9.4%)
Cap. Flow
-$12.7M
Cap. Flow
% of AUM
-10.57%
Top 10 Holdings %
Top 10 Hldgs %
96.17%
Holding
301
New
290
Increased
6
Reduced
2
Closed
2
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$19.8M |
| 2 |
Cognizant
CTSH
|
$988K |
| 3 |
PepsiCo
PEP
|
$221K |
| 4 |
Walmart
WMT
|
$158K |
| 5 |
AbbVie
ABBV
|
$155K |
Top Sells
| 1 |
ProShares UltraShort S&P500
SDS
|
$37.6M |
| 2 |
Direxion Daily S&P 500 Bear 3x Shares
SPXS
|
$465K |
| 3 |
Microsoft
MSFT
|
$87.8K |
| 4 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Dow Inc
DOW
$17.3B
| $1.88K | ﹤0.01% |
+37
| New | +$1.88K |
|
252
PayPal
PYPL
$66.2B
| $1.85K | ﹤0.01% |
+26
| New | +$1.85K |
|
253
ProShares Bitcoin Strategy ETF
BITO
$2.62B
| $1.83K | ﹤0.01% |
+175
| New | +$1.83K |
|
254
NIO
NIO
$14.8B
| $1.76K | ﹤0.01% |
+180
| New | +$1.76K |
|
255
BHP
BHP
$141B
| $1.73K | ﹤0.01% |
+28
| New | +$1.73K |
|
256
Linde
LIN
$222B
| $1.63K | ﹤0.01% |
+5
| New | +$1.63K |
|
257
Bank of America
BAC
$373B
| $1.61K | ﹤0.01% |
+49
| New | +$1.61K |
|
258
Jazz Pharmaceuticals
JAZZ
$7.87B
| $1.59K | ﹤0.01% |
+10
| New | +$1.59K |
|
259
Fidelity Stocks for Inflation ETF
FCPI
$236M
| $1.55K | ﹤0.01% |
+50
| New | +$1.55K |
|
260
National Grid
NGG
$67.5B
| $1.51K | ﹤0.01% |
+25
| New | +$1.51K |
|
261
Piedmont Lithium
PLL
$159M
| $1.5K | ﹤0.01% |
+34
| New | +$1.5K |
|
|
BINI
262
Bollinger Innovations, Inc. Common Stock
BINI
$962K
| $1.43K | ﹤0.01% |
+5,000
| New | +$1.43K |
|
263
DocuSign
DOCU
$15B
| $1.39K | ﹤0.01% |
+25
| New | +$1.39K |
|
264
SoFi Technologies
SOFI
$29.8B
| $1.38K | ﹤0.01% |
+300
| New | +$1.38K |
|
265
Baidu
BIDU
$33.1B
| $1.37K | ﹤0.01% |
+12
| New | +$1.37K |
|
266
Crown Castle
CCI
$42.7B
| $1.36K | ﹤0.01% |
+10
| New | +$1.36K |
|
267
CEVA Inc
CEVA
$521M
| $1.28K | ﹤0.01% |
+50
| New | +$1.28K |
|
268
Kosmos Energy
KOS
$870M
| $1.27K | ﹤0.01% |
+200
| New | +$1.27K |
|
|
TGH
269
DELISTED
Textainer Group Holdings limited
TGH
| $1.24K | ﹤0.01% |
+40
| New | +$1.24K |
|
270
Cemex
CX
$13.3B
| $1.22K | ﹤0.01% |
+300
| New | +$1.22K |
|
|
SPLK
271
DELISTED
Splunk Inc
SPLK
| $1.21K | ﹤0.01% |
+14
| New | +$1.21K |
|
272
MGM Resorts International
MGM
$10.6B
| $1.14K | ﹤0.01% |
+34
| New | +$1.14K |
|
273
Healthcare Realty
HR
$6.08B
| $1.04K | ﹤0.01% |
+54
| New | +$1.04K |
|
274
Rivian
RIVN
$16.8B
| $1.01K | ﹤0.01% |
+55
| New | +$1.01K |
|
275
Gold Resource Corp
GORO
$79.8M
| $1.01K | ﹤0.01% |
+662
| New | +$1.01K |
|