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
$121M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$988K
3
+$221K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$158K
5
ABBV icon
AbbVie
ABBV
+$155K

Top Sells

1
+$37.6M
2
+$465K
3
+$87.8K
4
PG icon
Procter & Gamble
PG
+$14.4K

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.13%
3 Consumer Staples 1.04%
4 Healthcare 0.75%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$58K 0.05%
+5,464
27
$57.4K 0.05%
+629
28
$57.3K 0.05%
+260
29
$56.8K 0.05%
+164
30
$56.3K 0.05%
+219
31
$55.2K 0.05%
+1,900
32
$51.1K 0.04%
+463
33
$49.8K 0.04%
+1,739
34
$47.7K 0.04%
+726
35
$46.8K 0.04%
+314
36
$45.6K 0.04%
+100
37
$45.2K 0.04%
+827
38
$39K 0.03%
+4,119
39
$38.9K 0.03%
+451
40
$38.6K 0.03%
+308
41
$37.9K 0.03%
+96
42
$37.2K 0.03%
+1,064
43
$36K 0.03%
+102
44
$35.8K 0.03%
+300
45
$33.3K 0.03%
+270
46
$29.4K 0.02%
+294
47
$29.3K 0.02%
+1,167
48
$28.7K 0.02%
+804
49
$28.2K 0.02%
+162
50
$27.8K 0.02%
+1,910
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