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
$175M
AUM Growth
+$8.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$19.4M
2 +$9.96M
3 +$9.7M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$9.33M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.08M

Sector Composition

1 Communication Services 0.26%
2 Consumer Discretionary 0.25%
3 Technology 0.22%
4 Industrials 0.21%
5 Consumer Staples 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-4,440
27
-7,044