PFG

Piershale Financial Group Portfolio holdings

AUM $157M
1-Year Est. Return 7.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$2.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$16.1M
3
+$8.11M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.39M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.29M

Top Sells

1
+$27.2M
2
+$21M
3
+$20.9M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$7.4M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$524K

Sector Composition

1 Technology 0.48%
2 Consumer Discretionary 0.35%
3 Consumer Staples 0.32%
4 Healthcare 0.28%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-968,240
27
– –
-10,506
1
2