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
NGG icon
251
National Grid
NGG
$74.8B
$1.7K ﹤0.01%
26
PWR icon
252
Quanta Services
PWR
$69.1B
$1.67K ﹤0.01%
10
-15
CX icon
253
Cemex
CX
$15.9B
$1.66K ﹤0.01%
300
AUPH icon
254
Aurinia Pharmaceuticals
AUPH
$2.07B
$1.64K ﹤0.01%
150
GEHC icon
255
GE HealthCare
GEHC
$37.8B
$1.64K ﹤0.01%
+20
STLD icon
256
Steel Dynamics
STLD
$24.3B
$1.58K ﹤0.01%
+14
FCPI icon
257
Fidelity Stocks for Inflation ETF
FCPI
$246M
$1.57K ﹤0.01%
50
CEVA icon
258
CEVA Inc
CEVA
$599M
$1.52K ﹤0.01%
50
MGM icon
259
MGM Resorts International
MGM
$9.66B
$1.51K ﹤0.01%
34
KOS icon
260
Kosmos Energy
KOS
$521M
$1.49K ﹤0.01%
200
JAZZ icon
261
Jazz Pharmaceuticals
JAZZ
$10.3B
$1.46K ﹤0.01%
10
DOCU icon
262
DocuSign
DOCU
$13.3B
$1.46K ﹤0.01%
25
BAC icon
263
Bank of America
BAC
$394B
$1.4K ﹤0.01%
49
SPLK
264
DELISTED
Splunk Inc
SPLK
$1.34K ﹤0.01%
14
CCI icon
265
Crown Castle
CCI
$39.6B
$1.34K ﹤0.01%
10
TGH
266
DELISTED
Textainer Group Holdings limited
TGH
$1.28K ﹤0.01%
40
INSW icon
267
International Seaways
INSW
$2.55B
$1.25K ﹤0.01%
30
-100
HR icon
268
Healthcare Realty
HR
$6B
$1.04K ﹤0.01%
54
BAM icon
269
Brookfield Asset Management
BAM
$85.7B
$1.01K ﹤0.01%
31
-37
SXC icon
270
SunCoke Energy
SXC
$580M
$952 ﹤0.01%
106
PLUG icon
271
Plug Power
PLUG
$3.01B
$879 ﹤0.01%
+75
AG icon
272
First Majestic Silver
AG
$7.04B
$858 ﹤0.01%
119
RIVN icon
273
Rivian
RIVN
$21.6B
$851 ﹤0.01%
55
DNOW icon
274
DNOW Inc
DNOW
$2.56B
$836 ﹤0.01%
75
REMX icon
275
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.5B
$734 ﹤0.01%
9
9 10
11
12 13