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
$127M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1 +$5.71M
2 +$600K
3 +$55.2K
4
NCLH icon
Norwegian Cruise Line
NCLH
+$44.5K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$30.9K

Top Sells

1 +$988K
2 +$43.1K
3 +$21.2K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$19.8K
5
SDOW icon
ProShares UltraPro Short Dow 30
SDOW
+$11.9K

Sector Composition

1 Technology 2.21%
2 Consumer Discretionary 1.15%
3 Consumer Staples 0.98%
4 Healthcare 0.68%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHD icon
51
Schwab US Dividend Equity ETF
SCHD
$71.1B
$28.6K 0.02%
1,173
+6
AMZN icon
52
Amazon
AMZN
$2.43T
$28.5K 0.02%
276
+5
MCD icon
53
McDonald's
MCD
$221B
$28K 0.02%
100
ADBE icon
54
Adobe
ADBE
$142B
$27K 0.02%
70
NTRS icon
55
Northern Trust
NTRS
$25.2B
$26.4K 0.02%
300
SPHD icon
56
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.02B
$26.4K 0.02%
625
MMM icon
57
3M
MMM
$87.1B
$26.1K 0.02%
297
+3
SBUX icon
58
Starbucks
SBUX
$94.8B
$26K 0.02%
250
RS icon
59
Reliance Steel & Aluminium
RS
$14.7B
$25.9K 0.02%
101
+1
ISD
60
PGIM High Yield Bond Fund
ISD
$485M
$24.6K 0.02%
2,017
+17
ES icon
61
Eversource Energy
ES
$25B
$23.9K 0.02%
306
JRI icon
62
Nuveen Real Asset Income & Growth Fund
JRI
$376M
$23.8K 0.02%
2,031
+31
DE icon
63
Deere & Co
DE
$126B
$23.5K 0.02%
57
WBA
64
DELISTED
Walgreens Boots Alliance
WBA
$21.8K 0.02%
630
+2
C icon
65
Citigroup
C
$195B
$21.1K 0.02%
450
PHO icon
66
Invesco Water Resources ETF
PHO
$2.12B
$20.5K 0.02%
385
QQQ icon
67
Invesco QQQ Trust
QQQ
$407B
$18.9K 0.01%
59
ACN icon
68
Accenture
ACN
$165B
$18.9K 0.01%
66
ABNB icon
69
Airbnb
ABNB
$74B
$18.7K 0.01%
150
RCL icon
70
Royal Caribbean
RCL
$68.8B
$18.5K 0.01%
+284
POWA icon
71
Invesco Bloomberg Pricing Power ETF
POWA
$191M
$18.5K 0.01%
275
AMAT icon
72
Applied Materials
AMAT
$214B
$18.4K 0.01%
150
BGR icon
73
BlackRock Energy and Resources Trust
BGR
$351M
$18.4K 0.01%
1,514
+14
CDC icon
74
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$704M
$18.2K 0.01%
300
USMV icon
75
iShares MSCI USA Min Vol Factor ETF
USMV
$22.5B
$18.2K 0.01%
250