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
$167M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$10.4M
3
+$10.3M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$7.09M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.72M

Top Sells

1
+$14.8M
2
+$14.7M
3
+$13.1M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$11.9M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$10.9M

Sector Composition

1 Communication Services 0.43%
2 Consumer Staples 0.42%
3 Technology 0.37%
4 Consumer Discretionary 0.24%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-129,726
27
– –
-61,064
28
– –
-973,108
29
– –
-9,180
30
– –
-272,260
31
– –
-1,094
32
– –
-2,000
1
2