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
$125M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$6.31M
3
+$6.06M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.97M
5
T icon
AT&T
T
+$1.98M

Top Sells

1
+$13.8M
2
+$6.49M
3
+$6.29M
4
AGN
Allergan Inc
AGN
+$2.55M
5
NBR icon
Nabors Industries
NBR
+$2.35M

Sector Composition

1 Industrials 3.42%
2 Technology 3.31%
3 Energy 3.1%
4 Financials 3.01%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.37%
115,901
+115,151
27
$403K 0.32%
6,795
+5,419
28
$274K 0.22%
4,752
+2
29
$213K 0.17%
4,667
30
$196K 0.16%
2,319
-121
31
$190K 0.15%
1,046
32
$184K 0.15%
4,435
33
$123K 0.1%
1,305
34
$109K 0.09%
888
+188
35
$102K 0.08%
2,042
+546
36
$64K 0.05%
686
+2
37
$59K 0.05%
641
+6
38
$58K 0.05%
2,365
+4
39
$58K 0.05%
924
40
$57K 0.05%
903
41
$52K 0.04%
563
42
$47K 0.04%
910
+4
43
$38K 0.03%
359
+4
44
$37K 0.03%
+536
45
$36K 0.03%
+338
46
$35K 0.03%
765
-400
47
$33K 0.03%
371
-37
48
$32K 0.03%
+249
49
$29K 0.02%
218
+2
50
$28K 0.02%
256
+1
1
2
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