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
$126M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$16.7M
3
+$16.4M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$12.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$11.9M

Top Sells

1
+$20.9M
2
+$16.7M
3
+$16.2M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$16M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$14.2M

Sector Composition

1 Healthcare 1.12%
2 Communication Services 0.5%
3 Industrials 0.43%
4 Technology 0.42%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$62K 0.05%
641
-184
27
$62K 0.05%
995
28
$60K 0.05%
1,053
+138
29
$57K 0.05%
2,376
+5
30
$54K 0.04%
+1,965
31
$50K 0.04%
1,218
+453
32
$46K 0.04%
3,290
-971,590
33
$45K 0.04%
+597
34
$43K 0.03%
518
-385
35
$39K 0.03%
540
36
$37K 0.03%
352
+47
37
$37K 0.03%
267
+3
38
$36K 0.03%
362
+1
39
$35K 0.03%
220
+1
40
$33K 0.03%
1,200
+200
41
$33K 0.03%
+216
42
$31K 0.02%
610
43
$30K 0.02%
200
-15,767
44
$30K 0.02%
373
+1
45
$29K 0.02%
10,000
46
$28K 0.02%
352
+1
47
$28K 0.02%
260
+3
48
$26K 0.02%
251
-136,971
49
$25K 0.02%
172
-70
50
$25K 0.02%
240
+130
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