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
$155M
AUM Growth
-$7.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$16M
3
+$10.9M
4
IYW icon
iShares US Technology ETF
IYW
+$8.65M
5
IYH icon
iShares US Healthcare ETF
IYH
+$7.95M

Top Sells

1
+$11M
2
+$10.7M
3
+$10.5M
4
VIS icon
Vanguard Industrials ETF
VIS
+$8.64M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.35M

Sector Composition

1 Communication Services 0.43%
2 Healthcare 0.34%
3 Consumer Discretionary 0.21%
4 Technology 0.2%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-306,069
27
– –
-1,183,968
28
– –
-72,475
29
– –
-102,631
1
2