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
$157M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$16M
3 +$6.62M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$6.39M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.25M

Sector Composition

1 Technology 1.92%
2 Consumer Discretionary 1.01%
3 Consumer Staples 0.77%
4 Healthcare 0.54%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BRK.B icon
51
Berkshire Hathaway Class B
BRK.B
$1.1T
$34.1K 0.02%
100
GDX icon
52
VanEck Gold Miners ETF
GDX
$24.5B
$34K 0.02%
1,128
ADX icon
53
Adams Diversified Equity Fund
ADX
$2.72B
$32.3K 0.02%
1,920
+6
MCD icon
54
McDonald's
MCD
$218B
$29.8K 0.02%
100
UPS icon
55
United Parcel Service
UPS
$81.4B
$29.6K 0.02%
165
+1
BA icon
56
Boeing
BA
$143B
$29.6K 0.02%
140
RCL icon
57
Royal Caribbean
RCL
$71.9B
$29.5K 0.02%
284
OLED icon
58
Universal Display
OLED
$5.57B
$28.8K 0.02%
200
GDXJ icon
59
VanEck Junior Gold Miners ETF
GDXJ
$9.16B
$28.7K 0.02%
804
SCHD icon
60
Schwab US Dividend Equity ETF
SCHD
$71.1B
$28.6K 0.02%
1,185
+12
NBIX icon
61
Neurocrine Biosciences
NBIX
$14.9B
$28.3K 0.02%
300
RS icon
62
Reliance Steel & Aluminium
RS
$14.8B
$27.2K 0.02%
100
-1
SPHD icon
63
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.07B
$25.8K 0.02%
625
ISD
64
PGIM High Yield Bond Fund
ISD
$488M
$25.7K 0.02%
2,069
+52
SUSA icon
65
iShares ESG Optimized MSCI USA ETF
SUSA
$3.69B
$25.4K 0.02%
+271
SBUX icon
66
Starbucks
SBUX
$96.8B
$24.8K 0.02%
250
JRI icon
67
Nuveen Real Asset Income & Growth Fund
JRI
$378M
$23.7K 0.02%
2,077
+46
DE icon
68
Deere & Co
DE
$127B
$23.1K 0.01%
57
NTRS icon
69
Northern Trust
NTRS
$24.7B
$22.2K 0.01%
300
PHO icon
70
Invesco Water Resources ETF
PHO
$2.15B
$21.7K 0.01%
385
ES icon
71
Eversource Energy
ES
$25B
$21.7K 0.01%
306
AMAT icon
72
Applied Materials
AMAT
$200B
$21.7K 0.01%
150
C icon
73
Citigroup
C
$184B
$20.7K 0.01%
450
ACN icon
74
Accenture
ACN
$158B
$20.4K 0.01%
66
MMM icon
75
3M
MMM
$90.5B
$20.1K 0.01%
240
-57