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
251
$1.88K ﹤0.01%
+37
252
$1.85K ﹤0.01%
+26
253
$1.82K ﹤0.01%
+175
254
$1.75K ﹤0.01%
+180
255
$1.73K ﹤0.01%
+28
256
$1.63K ﹤0.01%
+5
257
$1.61K ﹤0.01%
+49
258
$1.59K ﹤0.01%
+10
259
$1.55K ﹤0.01%
+50
260
$1.51K ﹤0.01%
+26
261
$1.5K ﹤0.01%
+34
262
– –
0
263
$1.39K ﹤0.01%
+25
264
$1.38K ﹤0.01%
+300
265
$1.37K ﹤0.01%
+12
266
$1.36K ﹤0.01%
+10
267
$1.28K ﹤0.01%
+50
268
$1.27K ﹤0.01%
+200
269
$1.24K ﹤0.01%
+40
270
$1.22K ﹤0.01%
+300
271
$1.21K ﹤0.01%
+14
272
$1.14K ﹤0.01%
+34
273
$1.04K ﹤0.01%
+54
274
$1.01K ﹤0.01%
+55
275
$1.01K ﹤0.01%
+662
9 10
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