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
$154M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$16M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.85M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.64M

Top Sells

1
+$14.8M
2
+$6.06M
3
+$5.97M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$5.92M
5
WBA
Walgreens Boots Alliance
WBA
+$413K

Sector Composition

1 Industrials 3.08%
2 Technology 2.94%
3 Financials 2.79%
4 Energy 2.43%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$36K 0.02%
264
+82
52
$36K 0.02%
765
53
$34K 0.02%
801
+200
54
$34K 0.02%
372
+1
55
$32K 0.02%
219
+1
56
$32K 0.02%
610
57
$31K 0.02%
257
+1
58
$29K 0.02%
305
59
$28K 0.02%
1,000
60
$27K 0.02%
351
-185
61
$27K 0.02%
10,000
62
$24K 0.02%
2,390
+2,300
63
$23K 0.02%
130
64
$22K 0.01%
324
-600
65
$22K 0.01%
200
66
$21K 0.01%
+280
67
$21K 0.01%
94
+1
68
$21K 0.01%
+199
69
$20K 0.01%
175
+75
70
$19K 0.01%
294
71
$19K 0.01%
553
72
$18K 0.01%
+125
73
$18K 0.01%
360
+1
74
$18K 0.01%
+150
75
$18K 0.01%
400
1 2
3
4 5