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
$85.6M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.34M
3
+$2.94M
4
DOX icon
Amdocs
DOX
+$2.84M
5
AGN
Allergan Inc
AGN
+$2.78M

Top Sells

1
+$16.4M
2
+$3.76M
3
+$3.6M
4
CVI icon
CVR Energy
CVI
+$3.26M
5
DINO icon
HF Sinclair
DINO
+$3.16M

Sector Composition

1 Industrials 16.59%
2 Consumer Discretionary 11.27%
3 Healthcare 10.54%
4 Technology 10.07%
5 Energy 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$843K 0.98%
32,974
+27,498
27
$697K 0.81%
14,402
+8,621
28
$450K 0.53%
16,972
29
$248K 0.29%
4,820
-36
30
$218K 0.25%
4,667
31
$192K 0.22%
1,046
32
$189K 0.22%
2,319
33
$171K 0.2%
4,435
-51
34
$127K 0.15%
1,297
+47
35
$91K 0.11%
1,375
-252
36
$87K 0.1%
700
+686
37
$72K 0.08%
1,124
38
$71K 0.08%
1,496
39
$57K 0.07%
682
+2
40
$57K 0.07%
630
+5
41
$56K 0.07%
2,355
+577
42
$55K 0.06%
903
43
$51K 0.06%
563
44
$49K 0.06%
901
+5
45
$43K 0.05%
511
46
$43K 0.05%
10,000
+9,972
47
$34K 0.04%
407
+1
48
$31K 0.04%
765
49
$30K 0.04%
+200
50
$30K 0.04%
300
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