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
$189M
AUM Growth
-$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$68.2M
2
+$64.8M
3
+$6.47M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.41M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$6.25M

Top Sells

1
+$24.5M
2
+$24.1M
3
+$17.6M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$17.5M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$16.8M

Sector Composition

1 Consumer Discretionary 0.34%
2 Communication Services 0.3%
3 Technology 0.26%
4 Industrials 0.19%
5 Consumer Staples 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-359,656
27
– –
-138,380
28
– –
-2,305,356
29
– –
-15,610
30
– –
-203,152
31
– –
-520,093
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