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
$194M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$17.2M
3
+$14.7M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$14.7M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$14.5M

Top Sells

1
+$24.6M
2
+$13.1M
3
+$12.9M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$12.6M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$12.2M

Sector Composition

1 Communication Services 0.32%
2 Consumer Discretionary 0.21%
3 Industrials 0.2%
4 Technology 0.15%
5 Consumer Staples 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-772,696
27
– –
-1,585,912
28
– –
-1,195,498
29
– –
-2,720
30
– –
-149,866
1
2