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
$122M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.8M
3
+$13.8M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.66M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$6.58M

Top Sells

1
+$6.64M
2
+$6.44M
3
+$2.79M
4
AVT icon
Avnet
AVT
+$2.71M
5
OSK icon
Oshkosh
OSK
+$2.64M

Sector Composition

1 Industrials 5.15%
2 Healthcare 4.56%
3 Energy 4.06%
4 Technology 3.67%
5 Utilities 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$453K 0.37%
16,972
27
$268K 0.22%
4,750
-70
28
$217K 0.18%
4,667
29
$214K 0.18%
2,440
+121
30
$181K 0.15%
4,435
31
$181K 0.15%
1,046
32
$158K 0.13%
+3,668
33
$131K 0.11%
1,305
+8
34
$102K 0.08%
1,376
+1
35
$88K 0.07%
700
36
$83K 0.07%
+15,000
37
$73K 0.06%
1,496
38
$72K 0.06%
+1,000
39
$62K 0.05%
924
-200
40
$61K 0.05%
2,361
+6
41
$61K 0.05%
684
+2
42
$61K 0.05%
635
+5
43
$60K 0.05%
1,035
+931
44
$58K 0.05%
+200
45
$55K 0.05%
+488
46
$55K 0.05%
563
47
$53K 0.04%
+2,000
48
$53K 0.04%
906
+5
49
$52K 0.04%
903
50
$50K 0.04%
+1,000
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