PFG

Piershale Financial Group Portfolio holdings

AUM $157M
1-Year Est. Return 7.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$9.16M
3
+$8.96M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$8.83M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.47M

Top Sells

1
+$3.05M
2
+$2.96M
3
+$2.81M
4
CIEN icon
Ciena
CIEN
+$1.03M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$321K

Sector Composition

1 Consumer Discretionary 11.57%
2 Consumer Staples 6.28%
3 Healthcare 3.68%
4 Technology 3.43%
5 Materials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9K 0.01%
194
77
$8K 0.01%
+185
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$8K 0.01%
202
79
$8K 0.01%
49
80
$7K 0.01%
408
+8
81
$6K 0.01%
430
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$6K 0.01%
216
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$6K 0.01%
108
84
$6K 0.01%
437
85
$6K 0.01%
200
86
$5K ﹤0.01%
171
87
$5K ﹤0.01%
+50
88
$5K ﹤0.01%
104
89
$4K ﹤0.01%
201
90
$3K ﹤0.01%
48
91
$3K ﹤0.01%
177
92
$2K ﹤0.01%
14
+3
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$2K ﹤0.01%
24
94
$2K ﹤0.01%
360
95
$2K ﹤0.01%
106
96
$1K ﹤0.01%
+110
97
$1K ﹤0.01%
100
98
$1K ﹤0.01%
54
99
$1K ﹤0.01%
15
-35
100
$1K ﹤0.01%
+85
2 3
4
5 6