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
$110M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$9.16M
3
+$8.96M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$8.83M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.47M

Top Sells

1
+$3.05M
2
+$2.96M
3
+$2.81M
4
CIEN icon
Ciena
CIEN
+$1.03M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$321K

Sector Composition

1 Consumer Discretionary 11.57%
2 Consumer Staples 6.28%
3 Healthcare 3.68%
4 Technology 3.43%
5 Materials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$185K 0.17%
1,046
+101
27
$179K 0.16%
+6,856
28
$177K 0.16%
2,319
29
$175K 0.16%
+3,830
30
$149K 0.14%
4,486
-123
31
$136K 0.12%
+1,200
32
$108K 0.1%
1,250
33
$104K 0.09%
3,282
34
$87K 0.08%
1,625
-2,484
35
$84K 0.08%
8,546
+6,786
36
$70K 0.06%
+3,063
37
$70K 0.06%
1,496
38
$69K 0.06%
1,154
39
$58K 0.05%
903
40
$54K 0.05%
678
+2
41
$51K 0.05%
+619
42
$50K 0.05%
1,530
+765
43
$50K 0.05%
563
44
$46K 0.04%
892
-59,209
45
$43K 0.04%
+511
46
$38K 0.03%
1,778
-806
47
$36K 0.03%
254
-268
48
$29K 0.03%
367
+1
49
$26K 0.02%
610
50
$25K 0.02%
303
+3
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