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
$132M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$17.4M
3
+$6.44M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$6.14M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.25M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$11.8M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$8.14M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$606K

Sector Composition

1 Healthcare 0.68%
2 Communication Services 0.6%
3 Technology 0.5%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$72K 0.05%
335
+1
27
$72K 0.05%
1,102
+6
28
$69K 0.05%
641
29
$67K 0.05%
1,445
+1,067
30
$67K 0.05%
566
+1
31
$63K 0.05%
774
+4
32
$59K 0.04%
1,420
+760
33
$59K 0.04%
773
+3
34
$57K 0.04%
934
+8
35
$49K 0.04%
2,068
-339
36
$47K 0.04%
639
37
$44K 0.03%
765
38
$43K 0.03%
336
+200
39
$42K 0.03%
720
+4
40
$41K 0.03%
309
+2
41
$38K 0.03%
1,210
+2
42
$37K 0.03%
21,600
43
$36K 0.03%
+837
44
$36K 0.03%
518
45
$36K 0.03%
610
46
$34K 0.03%
95
47
$30K 0.02%
+612
48
$30K 0.02%
+1,286
49
$29K 0.02%
10,000
50
$29K 0.02%
213
+1
1
2
3 4 5