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
$205M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$29M
3
+$12.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.46M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.34M

Top Sells

1
+$28.4M
2
+$26.1M
3
+$24.7M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$15.7M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$15.2M

Sector Composition

1 Technology 0.4%
2 Consumer Discretionary 0.32%
3 Industrials 0.27%
4 Communication Services 0.27%
5 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-5,219
27
– –
-270,624
28
– –
-76,965
29
– –
-12,817
30
– –
-531,643
31
– –
-13,165
1
2