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
$131M
AUM Growth
-$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.7M
3
+$18.7M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.15M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.11M

Top Sells

1
+$17.5M
2
+$17.3M
3
+$17.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$12.7M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$221K

Sector Composition

1 Healthcare 0.64%
2 Communication Services 0.5%
3 Consumer Discretionary 0.47%
4 Industrials 0.43%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$64K 0.05%
762
-13
27
$62K 0.05%
1,010
+7
28
$61K 0.05%
1,061
+4
29
$60K 0.05%
641
30
$57K 0.04%
554
+202
31
$51K 0.04%
2,389
-175
32
$42K 0.03%
548
+174
33
$41K 0.03%
518
34
$40K 0.03%
+303
35
$37K 0.03%
222
+1
36
$37K 0.03%
651
+150
37
$37K 0.03%
+773
38
$36K 0.03%
540
39
$34K 0.03%
366
+2
40
$34K 0.03%
765
-1,798
41
$32K 0.02%
1,203
+2
42
$31K 0.02%
610
43
$29K 0.02%
+245
44
$26K 0.02%
94
+30
45
$26K 0.02%
+426
46
$26K 0.02%
252
47
$24K 0.02%
+301
48
$24K 0.02%
+1,050
49
$23K 0.02%
+10,000
50
$23K 0.02%
+672
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