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
$51.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.38M
3
+$4.01M
4
CIEN icon
Ciena
CIEN
+$3.46M
5
SNBR icon
Sleep Number
SNBR
+$3.21M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 28.75%
2 Technology 12.48%
3 Healthcare 7.17%
4 Consumer Staples 6.26%
5 Financials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11K 0.02%
+126
52
$11K 0.02%
+203
53
$11K 0.02%
+879
54
$11K 0.02%
+123
55
$11K 0.02%
+205
56
$10K 0.02%
+200
57
$10K 0.02%
+287
58
$10K 0.02%
+2,200
59
$9K 0.02%
+151
60
$9K 0.02%
+49
61
$8K 0.02%
+31
62
$8K 0.02%
+194
63
$8K 0.02%
+21,600
64
$8K 0.02%
+202
65
$7K 0.01%
+400
66
$7K 0.01%
+200
67
$6K 0.01%
+430
68
$6K 0.01%
+108
69
$6K 0.01%
+437
70
$5K 0.01%
+216
71
$5K 0.01%
+104
72
$4K 0.01%
+171
73
$4K 0.01%
+75
74
$3K 0.01%
+196
75
$3K 0.01%
+48
1 2
3
4 5