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
$51.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.38M
3
+$4.01M
4
CIEN icon
Ciena
CIEN
+$3.46M
5
SNBR icon
Sleep Number
SNBR
+$3.21M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 28.75%
2 Technology 12.48%
3 Healthcare 7.17%
4 Consumer Staples 6.26%
5 Financials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3K 0.01%
+62
77
$3K 0.01%
+201
78
$3K 0.01%
+177
79
$2K ﹤0.01%
+50
80
$2K ﹤0.01%
+55
81
$2K ﹤0.01%
+360
82
$1K ﹤0.01%
+17
83
$1K ﹤0.01%
+7
84
$1K ﹤0.01%
+100
85
$1K ﹤0.01%
+54
86
$1K ﹤0.01%
+11
87
– –
0
88
$1K ﹤0.01%
+78
89
$1K ﹤0.01%
+106
90
$1K ﹤0.01%
+76
91
$1K ﹤0.01%
+178
92
$1K ﹤0.01%
+101
93
$1K ﹤0.01%
+7
94
$1K ﹤0.01%
+10
95
$1K ﹤0.01%
+70
96
$1K ﹤0.01%
+44
97
$1K ﹤0.01%
+54
98
$1K ﹤0.01%
+189
99
$1K ﹤0.01%
+44
100
$1K ﹤0.01%
+75
1 2 3
4
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