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
276
$992 ﹤0.01%
+119
277
$952 ﹤0.01%
+75
278
$930 ﹤0.01%
+50
279
$915 ﹤0.01%
+106
280
$888 ﹤0.01%
+93
281
$779 ﹤0.01%
+93
282
$720 ﹤0.01%
+78
283
$707 ﹤0.01%
+5
284
$685 ﹤0.01%
+9
285
$648 ﹤0.01%
+150
286
$648 ﹤0.01%
+100
287
$629 ﹤0.01%
+121
288
$555 ﹤0.01%
+100
289
$531 ﹤0.01%
+254
290
$480 ﹤0.01%
+12
291
$441 ﹤0.01%
+144
292
$434 ﹤0.01%
+17
293
$389 ﹤0.01%
+1
294
$340 ﹤0.01%
+7
295
$326 ﹤0.01%
+8
296
$320 ﹤0.01%
+100
297
$237 ﹤0.01%
+300
298
$224 ﹤0.01%
+20
299
$223 ﹤0.01%
+83
300
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