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
$133M
AUM Growth
+$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.7M
3
+$12.4M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$12.3M
5
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$1.45M

Top Sells

1
+$17M
2
+$11.9M
3
+$11.9M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$11.4M
5
BAX icon
Baxter International
BAX
+$137K

Sector Composition

1 Healthcare 1.11%
2 Communication Services 0.54%
3 Technology 0.46%
4 Consumer Discretionary 0.4%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21K 0.02%
332
52
$20K 0.02%
175
53
$19K 0.01%
+285
54
$19K 0.01%
1,271
+8
55
$19K 0.01%
+100
56
$19K 0.01%
324
57
$18K 0.01%
154
58
$17K 0.01%
126
59
$17K 0.01%
287
60
$17K 0.01%
457
+229
61
$16K 0.01%
+40
62
$16K 0.01%
64
-30
63
$15K 0.01%
82
64
$15K 0.01%
+280
65
$14K 0.01%
204
+1
66
$14K 0.01%
294
67
$13K 0.01%
+489
68
$13K 0.01%
200
69
$13K 0.01%
129
70
$13K 0.01%
93
71
$12K 0.01%
111
-129
72
$12K 0.01%
690
73
$11K 0.01%
21,600
74
$11K 0.01%
2,200
75
$10K 0.01%
230
+162
1 2
3
4 5