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
$165M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$27.3M
3
+$27.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$13M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$12.7M

Top Sells

1
+$18.8M
2
+$18.7M
3
+$18.7M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$14.4M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$14M

Sector Composition

1 Healthcare 0.6%
2 Consumer Discretionary 0.49%
3 Communication Services 0.45%
4 Industrials 0.44%
5 Technology 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$36K 0.02%
+459
52
$33K 0.02%
1,204
+1
53
$33K 0.02%
+778
54
$31K 0.02%
+566
55
$30K 0.02%
246
+1
56
$29K 0.02%
95
+1
57
$29K 0.02%
+571
58
$28K 0.02%
468
+78
59
$28K 0.02%
+750
60
$27K 0.02%
+750
61
$27K 0.02%
426
62
$27K 0.02%
880
+625
63
$27K 0.02%
10,000
64
$26K 0.02%
+210
65
$25K 0.02%
178
+30
66
$24K 0.01%
302
+1
67
$24K 0.01%
1,056
+6
68
$24K 0.01%
109
+1
69
$24K 0.01%
188
+1
70
$23K 0.01%
+290
71
$23K 0.01%
200
+81
72
$21K 0.01%
+350
73
$21K 0.01%
+200
74
$21K 0.01%
+400
75
$21K 0.01%
532
-241
1 2
3
4 5