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
$132M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$17.4M
3
+$6.44M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$6.14M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.25M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$11.8M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$8.14M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$606K

Sector Composition

1 Healthcare 0.68%
2 Communication Services 0.6%
3 Technology 0.5%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$28K 0.02%
181
+1
52
$28K 0.02%
191
+1
53
$28K 0.02%
510
+2
54
$26K 0.02%
1,068
55
$25K 0.02%
403
-129
56
$25K 0.02%
89
57
$25K 0.02%
252
+2
58
$24K 0.02%
157
+1
59
$23K 0.02%
+265
60
$23K 0.02%
256
61
$22K 0.02%
+452
62
$21K 0.02%
500
+100
63
$20K 0.02%
+201
64
$19K 0.01%
282
65
$19K 0.01%
157
+1
66
$18K 0.01%
1,521
+11
67
$18K 0.01%
395
68
$18K 0.01%
515
69
$18K 0.01%
120
-88
70
$17K 0.01%
+272
71
$17K 0.01%
+250
72
$17K 0.01%
+500
73
$17K 0.01%
93
74
$16K 0.01%
386
+2
75
$16K 0.01%
2,200
1 2
3
4 5