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
$174M
AUM Growth
+$2.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$25M
2 +$16.2M
3 +$8.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.53M

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
-10,506
27
-4,851