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
$170M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$29.4M
3
+$28.9M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$25.5M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$25.2M

Top Sells

1
+$28.1M
2
+$27.3M
3
+$27.1M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$13M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$12.8M

Sector Composition

1 Healthcare 0.5%
2 Communication Services 0.45%
3 Industrials 0.41%
4 Consumer Discretionary 0.38%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$64K 0.04%
1,091
+23
27
$61K 0.04%
919
+8
28
$61K 0.04%
2,402
+6
29
$60K 0.04%
767
-383
30
$55K 0.03%
767
+3
31
$47K 0.03%
949
+686
32
$46K 0.03%
420
-116,483
33
$44K 0.03%
223
-150
34
$44K 0.03%
639
+99
35
$43K 0.03%
518
36
$42K 0.02%
765
37
$39K 0.02%
306
-48
38
$35K 0.02%
356
-498
39
$34K 0.02%
1,206
+2
40
$34K 0.02%
808
+276
41
$31K 0.02%
95
42
$31K 0.02%
247
+1
43
$30K 0.02%
506
-147
44
$29K 0.02%
531
-266
45
$28K 0.02%
751
+1
46
$26K 0.02%
189
+1
47
$26K 0.02%
428
+2
48
$26K 0.02%
501
+300
49
$26K 0.02%
211
+1
50
$24K 0.01%
179
+1
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2
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