PFG
Piershale Financial Group Portfolio holdings
AUM
$157M
1-Year Est. Return
7.08%
1 Year Est. Return
+7.08%
AUM
$157M
AUM Growth
+$30.1M
(+24%)
Holding
306
Top Buys
| 1 | +$16M | |
| 2 | +$16M | |
| 3 | +$6.62M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$6.39M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
+$6.25M |
Top Sells
| 1 | +$27.6M | |
| 2 | +$282K | |
| 3 | +$18.2K | |
| 4 |
SPDR S&P Semiconductor ETF
XSD
|
+$10.4K |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
+$8.46K |
Sector Composition
| 1 | Technology | 1.92% |
| 2 | Consumer Discretionary | 1.01% |
| 3 | Consumer Staples | 0.77% |
| 4 | Healthcare | 0.54% |
| 5 | Communication Services | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
| – | – |
-75
|
|
||
|
302
Utilities Select Sector SPDR Fund
XLU
$22.5B
| – | – |
-125
|
|
||
|
303
SPDR S&P Semiconductor ETF
XSD
$1.71B
| – | – |
-50
|
|
||
|
CNR
304
Core Natural Resources Inc
CNR
$4.65B
| – | – |
-75
|
|
||
|
PXD
305
DELISTED
Pioneer Natural Resource Co.
PXD
| – | – |
-20
|
|
||
|
TWNK
306
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| – | – |
-150
|
|