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
$208M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$1.61M
3
+$858K
4
FDX icon
FedEx
FDX
+$814K
5
PWR icon
Quanta Services
PWR
+$814K

Top Sells

1
+$6M
2
+$5.07M
3
+$5.03M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.04M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$71K

Sector Composition

1 Technology 1.14%
2 Consumer Discretionary 1.08%
3 Industrials 1.03%
4 Healthcare 0.7%
5 Materials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$239K 0.11%
5,351
+1
27
$100K 0.05%
10,100
+100
28
– –
-960
1
2