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
$154M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$16M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.85M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.64M

Top Sells

1
+$14.8M
2
+$6.06M
3
+$5.97M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$5.92M
5
WBA
Walgreens Boots Alliance
WBA
+$413K

Sector Composition

1 Industrials 3.08%
2 Technology 2.94%
3 Financials 2.79%
4 Energy 2.43%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$238K 0.15%
+4,469
27
$229K 0.15%
+8,530
28
$220K 0.14%
2,319
29
$200K 0.13%
4,435
30
$160K 0.1%
1,046
31
$121K 0.08%
1,306
+1
32
$108K 0.07%
890
+2
33
$105K 0.07%
1,378
-5,417
34
$96K 0.06%
2,042
35
$84K 0.05%
825
+184
36
$82K 0.05%
867
+181
37
$81K 0.05%
+1,118
38
$69K 0.04%
903
39
$63K 0.04%
2,371
+6
40
$60K 0.04%
2,164
+1,500
41
$59K 0.04%
+1,500
42
$52K 0.03%
+995
43
$48K 0.03%
+269
44
$48K 0.03%
915
+5
45
$43K 0.03%
540
-23
46
$43K 0.03%
+3,116
47
$40K 0.03%
2,255
+1,825
48
$39K 0.03%
285
+36
49
$38K 0.02%
361
+2
50
$36K 0.02%
242
+92
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