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
$170M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$29.4M
3
+$28.9M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$25.5M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$25.2M

Top Sells

1
+$28.1M
2
+$27.3M
3
+$27.1M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$13M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$12.8M

Sector Composition

1 Healthcare 0.5%
2 Communication Services 0.45%
3 Industrials 0.41%
4 Consumer Discretionary 0.38%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24K 0.01%
1,059
+3
52
$24K 0.01%
110
+1
53
$23K 0.01%
396
-72
54
$23K 0.01%
10,000
55
$22K 0.01%
+518
56
$21K 0.01%
156
57
$20K 0.01%
660
+60
58
$20K 0.01%
1,500
+160
59
$20K 0.01%
+85
60
$20K 0.01%
515
61
$19K 0.01%
400
62
$19K 0.01%
21,600
63
$18K 0.01%
+745
64
$16K 0.01%
382
+2
65
$16K 0.01%
205
+5
66
$15K 0.01%
203
-6
67
$14K 0.01%
395
+201
68
$14K 0.01%
132
+1
69
$13K 0.01%
173
70
$13K 0.01%
2,200
71
$13K 0.01%
+453
72
$13K 0.01%
93
73
$13K 0.01%
+150
74
$12K 0.01%
112
+1
75
$12K 0.01%
+780
1 2
3
4 5