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
$125M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$6.31M
3
+$6.06M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.97M
5
T icon
AT&T
T
+$1.98M

Top Sells

1
+$13.8M
2
+$6.49M
3
+$6.29M
4
AGN
Allergan Inc
AGN
+$2.55M
5
NBR icon
Nabors Industries
NBR
+$2.35M

Sector Composition

1 Industrials 3.42%
2 Technology 3.31%
3 Energy 3.1%
4 Financials 3.01%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13K 0.01%
194
77
$12K 0.01%
153
+1
78
$12K 0.01%
200
79
$12K 0.01%
127
+1
80
$11K 0.01%
+661
81
$11K 0.01%
500
82
$11K 0.01%
400
83
$11K 0.01%
+633
84
$11K 0.01%
202
85
$11K 0.01%
+675
86
$11K 0.01%
2,200
87
$11K 0.01%
+322
88
$10K 0.01%
21,600
89
$9K 0.01%
+100
90
$9K 0.01%
+150
91
$9K 0.01%
110
+1
92
$9K 0.01%
+300
93
$9K 0.01%
+100
94
$8K 0.01%
49
95
$8K 0.01%
+200
96
$7K 0.01%
430
97
$7K 0.01%
216
98
$7K 0.01%
+650
99
$7K 0.01%
250
100
$6K ﹤0.01%
+1,000
2 3
4
5 6