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
$68.9M
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$3.26M
3
+$3.25M
4
AMGN icon
Amgen
AMGN
+$3.21M
5
DINO icon
HF Sinclair
DINO
+$3.16M

Top Sells

1
+$9.58M
2
+$9.12M
3
+$8.96M
4
ROST icon
Ross Stores
ROST
+$7.25M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.43M

Sector Composition

1 Energy 14.39%
2 Industrials 9.54%
3 Healthcare 5.87%
4 Consumer Staples 4.54%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$93K 0.13%
1,627
+2
27
$76K 0.11%
1,124
-30
28
$74K 0.11%
1,496
29
$57K 0.08%
903
30
$56K 0.08%
680
+2
31
$52K 0.08%
625
+6
32
$51K 0.07%
563
33
$49K 0.07%
896
+4
34
$42K 0.06%
511
35
$37K 0.05%
406
+39
36
$35K 0.05%
1,778
37
$30K 0.04%
258
+81
38
$30K 0.04%
610
39
$29K 0.04%
765
-765
40
$27K 0.04%
300
-3
41
$25K 0.04%
214
+1
42
$24K 0.03%
200
43
$23K 0.03%
247
+1
44
$23K 0.03%
326
45
$22K 0.03%
1,000
46
$22K 0.03%
121
47
$21K 0.03%
254
+2
48
$17K 0.02%
93
49
$17K 0.02%
93
50
$15K 0.02%
287
-287
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