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
$165M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$27.3M
3
+$27.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$13M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$12.7M

Top Sells

1
+$18.8M
2
+$18.7M
3
+$18.7M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$14.4M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$14M

Sector Composition

1 Healthcare 0.6%
2 Consumer Discretionary 0.49%
3 Communication Services 0.45%
4 Industrials 0.44%
5 Technology 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$91K 0.06%
+357
27
$90K 0.05%
854
+300
28
$88K 0.05%
1,150
+388
29
$71K 0.04%
1,527
-546
30
$70K 0.04%
373
+151
31
$68K 0.04%
1,500
32
$65K 0.04%
+850
33
$62K 0.04%
550
+500
34
$62K 0.04%
764
+216
35
$60K 0.04%
641
36
$58K 0.04%
+4,000
37
$58K 0.04%
911
-99
38
$56K 0.03%
1,068
+7
39
$51K 0.03%
354
+51
40
$47K 0.03%
2,396
+7
41
$42K 0.03%
+1,850
42
$42K 0.03%
765
43
$42K 0.03%
+797
44
$39K 0.02%
+668
45
$39K 0.02%
653
+2
46
$38K 0.02%
+456
47
$38K 0.02%
368
+2
48
$38K 0.02%
518
49
$37K 0.02%
610
50
$36K 0.02%
540
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