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
$68.9M
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$3.26M
3
+$3.25M
4
AMGN icon
Amgen
AMGN
+$3.21M
5
DINO icon
HF Sinclair
DINO
+$3.16M

Top Sells

1
+$9.58M
2
+$9.12M
3
+$8.96M
4
ROST icon
Ross Stores
ROST
+$7.25M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.43M

Sector Composition

1 Energy 14.39%
2 Industrials 9.54%
3 Healthcare 5.87%
4 Consumer Staples 4.54%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7K 0.01%
430
77
$7K 0.01%
216
78
$7K 0.01%
437
79
$7K 0.01%
200
80
$6K 0.01%
204
-325,580
81
$6K 0.01%
234
-6,622
82
$6K 0.01%
50
83
$6K 0.01%
104
84
$5K 0.01%
171
85
$4K 0.01%
201
86
$4K 0.01%
+625
87
$3K ﹤0.01%
+84
88
$3K ﹤0.01%
+210
89
$3K ﹤0.01%
366
+6
90
$3K ﹤0.01%
+38
91
$3K ﹤0.01%
177
92
$2K ﹤0.01%
+86
93
$2K ﹤0.01%
+112
94
$2K ﹤0.01%
77
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95
$2K ﹤0.01%
66
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96
$2K ﹤0.01%
48
97
$2K ﹤0.01%
30
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98
$2K ﹤0.01%
+54
99
$2K ﹤0.01%
14
100
$2K ﹤0.01%
+18
2 3
4
5 6