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
$131M
AUM Growth
-$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.7M
3
+$18.7M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.15M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.11M

Top Sells

1
+$17.5M
2
+$17.3M
3
+$17.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$12.7M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$221K

Sector Composition

1 Healthcare 0.64%
2 Communication Services 0.5%
3 Consumer Discretionary 0.47%
4 Industrials 0.43%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22K 0.02%
108
-46
52
$22K 0.02%
187
+2
53
$21K 0.02%
390
-3,998
54
$20K 0.02%
148
+1
55
$18K 0.01%
126
56
$17K 0.01%
155
+1
57
$17K 0.01%
1,281
+10
58
$17K 0.01%
+515
59
$15K 0.01%
378
-3,999
60
$15K 0.01%
150
-50
61
$15K 0.01%
+150
62
$14K 0.01%
287
63
$14K 0.01%
203
-121
64
$13K 0.01%
+500
65
$13K 0.01%
21,600
66
$13K 0.01%
+150
67
$13K 0.01%
130
+1
68
$12K 0.01%
206
+2
69
$12K 0.01%
170
-183
70
$12K 0.01%
173
+57
71
$12K 0.01%
+1,190
72
$12K 0.01%
+244
73
$12K 0.01%
+64
74
$11K 0.01%
111
75
$11K 0.01%
294
1 2
3
4 5