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
$177M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$13.1M
3
+$13M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$13M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$12.9M

Top Sells

1
+$22.3M
2
+$16.4M
3
+$16M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$16M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$10.9M

Sector Composition

1 Communication Services 0.36%
2 Healthcare 0.29%
3 Industrials 0.19%
4 Consumer Discretionary 0.19%
5 Technology 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-685,759
27
– –
-178,904
28
– –
-87,865
29
– –
-255,275
30
– –
-375,375
31
– –
-869,349
32
– –
-1,415,404
33
– –
-464,397
34
– –
-358,677
1
2