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
$51.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.38M
3
+$4.01M
4
CIEN icon
Ciena
CIEN
+$3.46M
5
SNBR icon
Sleep Number
SNBR
+$3.21M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 28.75%
2 Technology 12.48%
3 Healthcare 7.17%
4 Consumer Staples 6.26%
5 Financials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$101K 0.19%
+1,594
27
$75K 0.14%
+1,496
28
$67K 0.13%
+1,154
29
$62K 0.12%
+903
30
$57K 0.11%
+2,584
31
$57K 0.11%
+945
32
$55K 0.11%
+676
33
$48K 0.09%
+563
34
$38K 0.07%
+522
35
$27K 0.05%
+366
36
$26K 0.05%
+765
37
$25K 0.05%
+300
38
$25K 0.05%
+610
39
$24K 0.05%
+1,000
40
$20K 0.04%
+326
41
$19K 0.04%
+250
42
$18K 0.03%
+212
43
$17K 0.03%
+93
44
$16K 0.03%
+177
45
$16K 0.03%
+553
46
$16K 0.03%
+1,760
47
$14K 0.03%
+133
48
$13K 0.03%
+93
49
$12K 0.02%
+750
50
$12K 0.02%
+400
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