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
$165M
AUM Growth
-$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.2M
3
+$12.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$11M
5
MBB icon
iShares MBS ETF
MBB
+$10.9M

Top Sells

1
+$41.5M
2
+$11M
3
+$5.55M
4
SSO icon
ProShares Ultra S&P500
SSO
+$4.33M
5
QLD icon
ProShares Ultra QQQ
QLD
+$3.99M

Sector Composition

1 Communication Services 0.28%
2 Consumer Discretionary 0.22%
3 Industrials 0.19%
4 Technology 0.16%
5 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,674
27
– –
-98,935
28
– –
-158,588
29
– –
-135,920
30
– –
-2,608
31
– –
-260,130
1
2