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

Top Buys

1 +$21.2M
2 +$1.69M
3 +$1M
4
ALGN icon
Align Technology
ALGN
+$960K
5
PWR icon
Quanta Services
PWR
+$889K

Top Sells

1 +$6.5M
2 +$5.38M
3 +$5.36M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.28M
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