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
$121M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$988K
3
+$221K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$158K
5
ABBV icon
AbbVie
ABBV
+$155K

Top Sells

1
+$37.6M
2
+$465K
3
+$87.8K
4
PG icon
Procter & Gamble
PG
+$14.4K

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.13%
3 Consumer Staples 1.04%
4 Healthcare 0.75%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27.4K 0.02%
+625
52
$26.7K 0.02%
+140
53
$26.5K 0.02%
+300
54
$26.4K 0.02%
+100
55
$25.7K 0.02%
+306
56
$24.8K 0.02%
+250
57
$24.4K 0.02%
+57
58
$23.7K 0.02%
+2,000
59
$23.7K 0.02%
+1,800
60
$23.6K 0.02%
+70
61
$23.5K 0.02%
+628
62
$23.4K 0.02%
+2,000
63
$22.8K 0.02%
+271
64
$21.6K 0.02%
+200
65
$21.2K 0.02%
+1,000
66
$20.4K 0.02%
+450
67
$20.2K 0.02%
+100
68
$19.8K 0.02%
+385
69
$18.8K 0.02%
+1,500
70
$18.6K 0.02%
+300
71
$18.3K 0.02%
+275
72
$18.1K 0.02%
+1,200
73
$18K 0.01%
+250
74
$17.6K 0.01%
+66
75
$17.6K 0.01%
+275
1 2
3
4 5