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
$126M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$16.7M
3
+$16.4M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$12.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$11.9M

Top Sells

1
+$20.9M
2
+$16.7M
3
+$16.2M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$16M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$14.2M

Sector Composition

1 Healthcare 1.12%
2 Communication Services 0.5%
3 Industrials 0.43%
4 Technology 0.42%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11K 0.01%
500
77
$11K 0.01%
21,600
78
$11K 0.01%
400
79
$11K 0.01%
2,200
80
$10K 0.01%
+49
81
$9K 0.01%
194
82
$9K 0.01%
690
83
$9K 0.01%
+100
84
$8K 0.01%
1,000
85
$8K 0.01%
+228
86
$8K 0.01%
250
87
$8K 0.01%
49
88
$8K 0.01%
200
89
$7K 0.01%
472
-1,783
90
$6K ﹤0.01%
+218
91
$6K ﹤0.01%
171
92
$6K ﹤0.01%
+171
93
$6K ﹤0.01%
95
-263,775
94
$6K ﹤0.01%
50
95
$5K ﹤0.01%
+159
96
$5K ﹤0.01%
216
97
$5K ﹤0.01%
160
98
$5K ﹤0.01%
134
-6
99
$5K ﹤0.01%
124
+111
100
$5K ﹤0.01%
376
2 3
4
5 6