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
$254M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$17.5M
3
+$3.2M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.1M
5
NUE icon
Nucor
NUE
+$2.98M

Top Sells

1
+$29.3M
2
+$17.2M
3
+$2.1M
4
IVZ icon
Invesco
IVZ
+$2.09M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.62M

Sector Composition

1 Consumer Discretionary 2.74%
2 Materials 2.49%
3 Energy 2.27%
4 Technology 1.63%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$284K 0.11%
5,352
+1
27
$248K 0.1%
1,841
+57
28
$225K 0.09%
2,296
-389
29
$211K 0.08%
+1,680
30
– –
-2,419
31
– –
-82,915
32
– –
-132,537
33
– –
-36,087
34
– –
-30,944
35
– –
-34,205
36
– –
-4,245
1
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