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
$157M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$16M
3 +$6.62M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$6.39M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.25M

Top Sells

1 +$27.6M
2 +$282K
3 +$18.2K
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$10.4K
5
XLU icon
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
VZ icon
26
Verizon
VZ
$171B
$100K 0.06%
2,694
ABR icon
27
Arbor Realty Trust
ABR
$2.26B
$81.2K 0.05%
5,478
+175
NCLH icon
28
Norwegian Cruise Line
NCLH
$10.4B
$72.1K 0.05%
3,312
TSLA icon
29
Tesla
TSLA
$1.46T
$70.7K 0.05%
270
SWKS icon
30
Skyworks Solutions
SWKS
$11.2B
$70.4K 0.04%
636
+3
ITW icon
31
Illinois Tool Works
ITW
$72.4B
$67.5K 0.04%
270
+10
AVK
32
Advent Convertible and Income Fund
AVK
$558M
$65.7K 0.04%
5,754
+173
MSI icon
33
Motorola Solutions
MSI
$73.5B
$64.5K 0.04%
220
+1
CVX icon
34
Chevron
CVX
$309B
$62.9K 0.04%
400
TTEK icon
35
Tetra Tech
TTEK
$8.62B
$62.2K 0.04%
1,900
JNJ icon
36
Johnson & Johnson
JNJ
$465B
$57.6K 0.04%
348
+1
DPZ icon
37
Domino's
DPZ
$14.2B
$55.6K 0.04%
165
EXC icon
38
Exelon
EXC
$48.1B
$55.3K 0.04%
1,357
COST icon
39
Costco
COST
$415B
$53.8K 0.03%
100
WBD icon
40
Warner Bros
WBD
$45.5B
$51K 0.03%
4,071
SOXS icon
41
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$1.13B
$48.3K 0.03%
490
+55
YUMC icon
42
Yum China
YUMC
$15.9B
$46.9K 0.03%
831
+2
OKE icon
43
Oneok
OKE
$42.5B
$46K 0.03%
745
+11
XOM icon
44
Exxon Mobil
XOM
$480B
$45K 0.03%
420
-46
CMCSA icon
45
Comcast
CMCSA
$109B
$44.3K 0.03%
1,067
+2
VOO icon
46
Vanguard S&P 500 ETF
VOO
$755B
$41.8K 0.03%
103
CEG icon
47
Constellation Energy
CEG
$122B
$38.3K 0.02%
418
SDY icon
48
SPDR S&P Dividend ETF
SDY
$20.2B
$38.1K 0.02%
311
+1
AMZN icon
49
Amazon
AMZN
$2.27T
$36K 0.02%
276
ADBE icon
50
Adobe
ADBE
$139B
$34.2K 0.02%
70