PFG
Piershale Financial Group Portfolio holdings
AUM
$157M
1-Year Return
7.08%
This Quarter Return
+2.92%
1 Year Return
+7.08%
3 Year Return
+81.99%
5 Year Return
+142.21%
10 Year Return
+327.64%
AUM
$154M
AUM Growth
+$29M
(+23%)
Cap. Flow
+$47.4M
Cap. Flow
% of AUM
30.8%
Top 10 Holdings %
Top 10 Hldgs %
80.22%
Holding
194
New
33
Increased
54
Reduced
10
Closed
24
Top Buys
| 1 |
iShares MBS ETF
MBB
|
$16.2M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$16M |
| 3 |
Invesco S&P 500 Top 50 ETF
XLG
|
$13.8M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$7.85M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$7.64M |
Top Sells
| 1 |
Invesco Preferred ETF
PGX
|
$14.8M |
| 2 |
iShares US Basic Materials ETF
IYM
|
$6.06M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$5.97M |
| 4 |
Schwab US REIT ETF
SCHH
|
$5.92M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$413K |
Sector Composition
| 1 | Industrials | 3.08% |
| 2 | Technology | 2.94% |
| 3 | Financials | 2.79% |
| 4 | Energy | 2.43% |
| 5 | Healthcare | 2.04% |
