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
$125M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$6.31M
3
+$6.06M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.97M
5
T icon
AT&T
T
+$1.98M

Top Sells

1
+$13.8M
2
+$6.49M
3
+$6.29M
4
AGN
Allergan Inc
AGN
+$2.55M
5
NBR icon
Nabors Industries
NBR
+$2.35M

Sector Composition

1 Industrials 3.42%
2 Technology 3.31%
3 Energy 3.1%
4 Financials 3.01%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$28K 0.02%
610
52
$27K 0.02%
+305
53
$27K 0.02%
10,000
54
$25K 0.02%
1,000
-87,418
55
$25K 0.02%
+270
56
$22K 0.02%
182
+1
57
$22K 0.02%
294
58
$22K 0.02%
200
59
$21K 0.02%
150
-14,915
60
$21K 0.02%
+130
61
$20K 0.02%
93
62
$20K 0.02%
+601
63
$19K 0.02%
+350
64
$18K 0.01%
250
65
$18K 0.01%
93
66
$17K 0.01%
664
-356
67
$17K 0.01%
553
68
$16K 0.01%
+177
69
$16K 0.01%
200
70
$16K 0.01%
182
71
$15K 0.01%
287
72
$15K 0.01%
400
73
$14K 0.01%
76
+1
74
$13K 0.01%
231
+11
75
$13K 0.01%
359
1 2
3
4 5