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
$85.6M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.34M
3
+$2.94M
4
DOX icon
Amdocs
DOX
+$2.84M
5
AGN
Allergan Inc
AGN
+$2.78M

Top Sells

1
+$16.4M
2
+$3.76M
3
+$3.6M
4
CVI icon
CVR Energy
CVI
+$3.26M
5
DINO icon
HF Sinclair
DINO
+$3.16M

Sector Composition

1 Industrials 16.59%
2 Consumer Discretionary 11.27%
3 Healthcare 10.54%
4 Technology 10.07%
5 Energy 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29K 0.03%
260
+2
52
$28K 0.03%
610
53
$27K 0.03%
215
+1
54
$25K 0.03%
254
+7
55
$25K 0.03%
200
56
$24K 0.03%
+715
57
$24K 0.03%
254
58
$23K 0.03%
326
59
$23K 0.03%
121
60
$17K 0.02%
93
61
$17K 0.02%
553
62
$17K 0.02%
93
63
$16K 0.02%
200
64
$15K 0.02%
287
65
$15K 0.02%
1,068
+57
66
$13K 0.02%
100
67
$13K 0.02%
+400
68
$13K 0.02%
198
69
$13K 0.02%
500
70
$13K 0.02%
2,200
71
$13K 0.02%
182
72
$12K 0.01%
+358
73
$12K 0.01%
152
74
$12K 0.01%
750
75
$12K 0.01%
+75
1 2
3
4 5