PFG
Piershale Financial Group Portfolio holdings
AUM
$157M
1-Year Est. Return
7.08%
1 Year Est. Return
+7.08%
AUM
$127M
AUM Growth
+$6.25M
(+5.2%)
Holding
314
Top Buys
| 1 | +$5.71M | |
| 2 | +$600K | |
| 3 | +$55.2K | |
| 4 |
Norwegian Cruise Line
NCLH
|
+$44.5K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$30.9K |
Top Sells
| 1 | +$988K | |
| 2 | +$43.1K | |
| 3 | +$21.2K | |
| 4 |
VanEck Gold Miners ETF
GDX
|
+$19.8K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
301
Cognizant
CTSH
$39B
| – | – |
-17,269
|
|
||
302
Datadog
DDOG
$54.1B
| – | – |
-80
|
|
||
303
Encompass Health
EHC
$11.3B
| – | – |
-50
|
|
||
304
Direxion Daily S&P Oil & Gas Exp & Prod Bull 2X Shares
GUSH
$232M
| – | – |
-136
|
|
||
305
Jabil
JBL
$24.1B
| – | – |
-100
|
|
||
306
Lumentum
LITE
$24.3B
| – | – |
-100
|
|
||
|
BINI
307
DELISTED
Bollinger Innovations
BINI
| – | – |
0
|
|
||
308
Repligen
RGEN
$9.05B
| – | – |
-55
|
|
||
309
Rumble
RUM
$2.44B
| – | – |
-1,600
|
|
||
|
310
ProShares UltraPro Short Dow 30
SDOW
$151M
| – | – |
-110
|
|
||
311
TD Synnex
SNX
$12.6B
| – | – |
-50
|
|
||
312
Scorpio Tankers
STNG
$2.88B
| – | – |
-50
|
|
||
313
Direxion Daily FTSE China Bull 3X Shares
YINN
$853M
| – | – |
-248
|
|
||
|
DTEA
314
DELISTED
DAVIDsTEA Inc. Common Stock
DTEA
| – | – |
-300
|
|