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
$68.9M
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$3.26M
3
+$3.25M
4
AMGN icon
Amgen
AMGN
+$3.21M
5
DINO icon
HF Sinclair
DINO
+$3.16M

Top Sells

1
+$9.58M
2
+$9.12M
3
+$8.96M
4
ROST icon
Ross Stores
ROST
+$7.25M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.43M

Sector Composition

1 Energy 14.39%
2 Industrials 9.54%
3 Healthcare 5.87%
4 Consumer Staples 4.54%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15K 0.02%
400
52
$15K 0.02%
553
53
$15K 0.02%
200
54
$14K 0.02%
100
55
$14K 0.02%
+198
56
$14K 0.02%
1,011
+45
57
$13K 0.02%
124
58
– –
0
59
$12K 0.02%
750
60
$12K 0.02%
46
61
$12K 0.02%
205
+1
62
$12K 0.02%
+500
63
$12K 0.02%
347
64
$12K 0.02%
2,200
65
$12K 0.02%
+182
66
$11K 0.02%
152
+1
67
$11K 0.02%
200
68
$10K 0.01%
194
69
$9K 0.01%
21,600
-21,600
70
$9K 0.01%
400
-8
71
$9K 0.01%
49
72
$8K 0.01%
108
73
$8K 0.01%
185
74
$8K 0.01%
202
75
– –
0
1 2
3
4 5