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
$122M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.8M
3
+$13.8M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.66M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$6.58M

Top Sells

1
+$6.64M
2
+$6.44M
3
+$2.79M
4
AVT icon
Avnet
AVT
+$2.71M
5
OSK icon
Oshkosh
OSK
+$2.64M

Sector Composition

1 Industrials 5.15%
2 Healthcare 4.56%
3 Energy 4.06%
4 Technology 3.67%
5 Utilities 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16K 0.01%
200
77
$15K 0.01%
287
78
$14K 0.01%
359
+1
79
$14K 0.01%
194
80
$14K 0.01%
+1,000
81
$13K 0.01%
100
82
$13K 0.01%
+220
83
$13K 0.01%
750
84
$13K 0.01%
500
85
$13K 0.01%
126
+1
86
$13K 0.01%
+2,000
87
– –
0
88
$12K 0.01%
+275
89
$12K 0.01%
75
90
$12K 0.01%
347
91
$12K 0.01%
2,200
92
$12K 0.01%
200
93
$11K 0.01%
152
94
$11K 0.01%
250
-50
95
$11K 0.01%
+1,000
96
$11K 0.01%
200
97
$11K 0.01%
202
98
$11K 0.01%
+222
99
$10K 0.01%
21,600
100
$10K 0.01%
400
2 3
4
5 6