PFG

Piershale Financial Group Portfolio holdings

AUM $157M
1-Year Est. Return 7.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$9.16M
3
+$8.96M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$8.83M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.47M

Top Sells

1
+$3.05M
2
+$2.96M
3
+$2.81M
4
CIEN icon
Ciena
CIEN
+$1.03M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$321K

Sector Composition

1 Consumer Discretionary 11.57%
2 Consumer Staples 6.28%
3 Healthcare 3.68%
4 Technology 3.43%
5 Materials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24K 0.02%
574
+287
52
$23K 0.02%
1,000
53
$23K 0.02%
326
54
$21K 0.02%
246
+120
55
$21K 0.02%
200
-1,394
56
$20K 0.02%
213
+1
57
$20K 0.02%
+121
58
$20K 0.02%
252
+2
59
$18K 0.02%
177
60
$18K 0.02%
93
61
$17K 0.02%
93
62
$16K 0.01%
43,200
+21,600
63
$16K 0.01%
553
64
$14K 0.01%
200
-1,394
65
$13K 0.01%
750
66
$13K 0.01%
400
67
$12K 0.01%
100
-33
68
$12K 0.01%
46
+15
69
$12K 0.01%
966
+87
70
$12K 0.01%
+347
71
$11K 0.01%
204
+1
72
$11K 0.01%
2,200
73
$11K 0.01%
124
+1
74
$10K 0.01%
151
75
$10K 0.01%
200
1 2
3
4 5