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
$127M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$600K
3
+$55.2K
4
NCLH icon
Norwegian Cruise Line
NCLH
+$44.5K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$30.9K

Top Sells

1
+$988K
2
+$43.1K
3
+$21.2K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$19.8K
5
SDOW icon
ProShares UltraPro Short Dow 30
SDOW
+$11.9K

Sector Composition

1 Technology 2.21%
2 Consumer Discretionary 1.15%
3 Consumer Staples 0.98%
4 Healthcare 0.68%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSI icon
26
Motorola Solutions
MSI
$61.9B
$62.8K 0.05%
219
WBD icon
27
Warner Bros
WBD
$67.5B
$61.5K 0.05%
4,071
-48
ABR icon
28
Arbor Realty Trust
ABR
$1.75B
$60.9K 0.05%
5,303
+170
EXC icon
29
Exelon
EXC
$43.7B
$56.8K 0.04%
1,357
TSLA icon
30
Tesla
TSLA
$1.46T
$56K 0.04%
270
TTEK icon
31
Tetra Tech
TTEK
$8.76B
$55.8K 0.04%
1,900
DPZ icon
32
Domino's
DPZ
$14.1B
$54.4K 0.04%
165
+1
JNJ icon
33
Johnson & Johnson
JNJ
$486B
$53.7K 0.04%
347
+1
YUMC icon
34
Yum China
YUMC
$16.4B
$52.6K 0.04%
829
+2
XOM icon
35
Exxon Mobil
XOM
$489B
$51.1K 0.04%
466
+3
COST icon
36
Costco
COST
$393B
$49.7K 0.04%
100
OKE icon
37
Oneok
OKE
$47.1B
$46.7K 0.04%
734
+8
NCLH icon
38
Norwegian Cruise Line
NCLH
$8.7B
$44.5K 0.04%
+3,312
CMCSA icon
39
Comcast
CMCSA
$97.1B
$40.4K 0.03%
1,065
+1
VOO icon
40
Vanguard S&P 500 ETF
VOO
$824B
$38.6K 0.03%
103
+1
SDY icon
41
State Street SPDR S&P Dividend ETF
SDY
$19.8B
$38.3K 0.03%
310
+2
GDX icon
42
VanEck Gold Miners ETF
GDX
$23.3B
$36.5K 0.03%
1,128
-611
CEG icon
43
Constellation Energy
CEG
$112B
$32.8K 0.03%
418
-33
UPS icon
44
United Parcel Service
UPS
$81.1B
$31.8K 0.03%
164
+2
GDXJ icon
45
VanEck Junior Gold Miners ETF
GDXJ
$8.69B
$31.8K 0.03%
804
OLED icon
46
Universal Display
OLED
$5.81B
$31K 0.02%
200
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.07T
$30.9K 0.02%
+100
NBIX icon
48
Neurocrine Biosciences
NBIX
$15.5B
$30.4K 0.02%
300
ADX icon
49
Adams Diversified Equity Fund
ADX
$2.78B
$29.8K 0.02%
1,914
+4
BA icon
50
Boeing
BA
$157B
$29.7K 0.02%
140
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