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
$85.6M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.34M
3
+$2.94M
4
DOX icon
Amdocs
DOX
+$2.84M
5
AGN
Allergan Inc
AGN
+$2.78M

Top Sells

1
+$16.4M
2
+$3.76M
3
+$3.6M
4
CVI icon
CVR Energy
CVI
+$3.26M
5
DINO icon
HF Sinclair
DINO
+$3.16M

Sector Composition

1 Industrials 16.59%
2 Consumer Discretionary 11.27%
3 Healthcare 10.54%
4 Technology 10.07%
5 Energy 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12K 0.01%
347
77
$12K 0.01%
125
+1
78
$11K 0.01%
+300
79
$11K 0.01%
194
80
$11K 0.01%
200
81
$11K 0.01%
202
82
$10K 0.01%
21,600
83
$10K 0.01%
400
84
$9K 0.01%
49
85
$8K 0.01%
109
+1
86
$8K 0.01%
+216
87
$8K 0.01%
185
88
– –
0
89
$8K 0.01%
437
90
$7K 0.01%
430
91
$7K 0.01%
216
92
$7K 0.01%
+135
93
$7K 0.01%
200
94
$6K 0.01%
+97
95
$6K 0.01%
+49
96
$6K 0.01%
50
97
$6K 0.01%
104
98
$5K 0.01%
171
99
$5K 0.01%
+131
100
$4K ﹤0.01%
201
2 3
4
5 6