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
$122M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.8M
3
+$13.8M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.66M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$6.58M

Top Sells

1
+$6.64M
2
+$6.44M
3
+$2.79M
4
AVT icon
Avnet
AVT
+$2.71M
5
OSK icon
Oshkosh
OSK
+$2.64M

Sector Composition

1 Industrials 5.15%
2 Healthcare 4.56%
3 Energy 4.06%
4 Technology 3.67%
5 Utilities 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$49K 0.04%
1,165
+400
52
$44K 0.04%
511
53
$44K 0.04%
+2,000
54
$37K 0.03%
355
+101
55
$36K 0.03%
408
+1
56
$32K 0.03%
10,000
57
$30K 0.02%
+2,000
58
$29K 0.02%
610
59
$26K 0.02%
216
+1
60
$25K 0.02%
200
61
$25K 0.02%
255
+1
62
$25K 0.02%
+2,000
63
$24K 0.02%
+1,020
64
$24K 0.02%
294
-32
65
$24K 0.02%
121
66
$22K 0.02%
181
-79
67
$21K 0.02%
+1,000
68
$21K 0.02%
93
69
$20K 0.02%
93
70
$20K 0.02%
+667
71
$20K 0.02%
+1,000
72
$18K 0.01%
553
73
$16K 0.01%
182
74
$16K 0.01%
+250
75
$16K 0.01%
+400
1 2
3
4 5