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
$133M
AUM Growth
+$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.7M
3
+$12.4M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$12.3M
5
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$1.45M

Top Sells

1
+$17M
2
+$11.9M
3
+$11.9M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$11.4M
5
BAX icon
Baxter International
BAX
+$137K

Sector Composition

1 Healthcare 1.11%
2 Communication Services 0.54%
3 Technology 0.46%
4 Consumer Discretionary 0.4%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$81K 0.06%
775
+16
27
$68K 0.05%
1,057
+4
28
$66K 0.05%
780
+183
29
$64K 0.05%
1,003
+8
30
$58K 0.04%
641
31
$57K 0.04%
2,564
+188
32
$42K 0.03%
540
33
$42K 0.03%
518
34
$40K 0.03%
352
35
$35K 0.03%
364
+2
36
$35K 0.03%
221
+1
37
$33K 0.02%
1,201
+1
38
$33K 0.02%
374
+1
39
$31K 0.02%
610
40
$29K 0.02%
154
+77
41
$27K 0.02%
402
+202
42
$27K 0.02%
252
+1
43
$27K 0.02%
501
+101
44
$26K 0.02%
353
+1
45
$24K 0.02%
185
-82
46
$23K 0.02%
+200
47
$22K 0.02%
130
48
$22K 0.02%
+175
49
$21K 0.02%
130
-86
50
$21K 0.02%
147
+1
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