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

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
$166B
$100K 0.06%
2,694
ABR icon
27
Arbor Realty Trust
ABR
$1.61B
$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
$8.76B
$70.4K 0.04%
636
+3
ITW icon
31
Illinois Tool Works
ITW
$76B
$67.5K 0.04%
270
+10
AVK
32
Advent Convertible and Income Fund
AVK
$562M
$65.7K 0.04%
5,754
+173
MSI icon
33
Motorola Solutions
MSI
$65.7B
$64.5K 0.04%
220
+1
CVX icon
34
Chevron
CVX
$332B
$62.9K 0.04%
400
TTEK icon
35
Tetra Tech
TTEK
$9.71B
$62.2K 0.04%
1,900
JNJ icon
36
Johnson & Johnson
JNJ
$529B
$57.6K 0.04%
348
+1
DPZ icon
37
Domino's
DPZ
$13.8B
$55.6K 0.04%
165
EXC icon
38
Exelon
EXC
$44.5B
$55.3K 0.04%
1,357
COST icon
39
Costco
COST
$425B
$53.8K 0.03%
100
WBD icon
40
Warner Bros
WBD
$70.6B
$51K 0.03%
4,071
SOXS icon
41
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$1.01B
$48.3K 0.03%
490
+55
YUMC icon
42
Yum China
YUMC
$17.1B
$46.9K 0.03%
831
+2
OKE icon
43
Oneok
OKE
$46.2B
$46K 0.03%
745
+11
XOM icon
44
Exxon Mobil
XOM
$545B
$45K 0.03%
420
-46
CMCSA icon
45
Comcast
CMCSA
$103B
$44.3K 0.03%
1,067
+2
VOO icon
46
Vanguard S&P 500 ETF
VOO
$852B
$41.8K 0.03%
103
CEG icon
47
Constellation Energy
CEG
$124B
$38.3K 0.02%
418
SDY icon
48
State Street SPDR S&P Dividend ETF
SDY
$20.9B
$38.1K 0.02%
311
+1
AMZN icon
49
Amazon
AMZN
$2.55T
$36K 0.02%
276
ADBE icon
50
Adobe
ADBE
$127B
$34.2K 0.02%
70