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
$133M
AUM Growth
+$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.7M
3
+$12.4M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$12.3M
5
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$1.45M

Top Sells

1
+$17M
2
+$11.9M
3
+$11.9M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$11.4M
5
BAX icon
Baxter International
BAX
+$137K

Sector Composition

1 Healthcare 1.11%
2 Communication Services 0.54%
3 Technology 0.46%
4 Consumer Discretionary 0.4%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9K 0.01%
116
-57
77
$9K 0.01%
500
78
$9K 0.01%
49
79
$8K 0.01%
472
80
$8K 0.01%
1,000
81
$8K 0.01%
194
82
$7K 0.01%
180
+20
83
$7K 0.01%
496
+120
84
$6K ﹤0.01%
171
85
$6K ﹤0.01%
+200
86
$6K ﹤0.01%
96
+1
87
$6K ﹤0.01%
50
88
$6K ﹤0.01%
+240
89
$6K ﹤0.01%
1,720
+470
90
$4K ﹤0.01%
45
91
$4K ﹤0.01%
216
92
$4K ﹤0.01%
291
93
$3K ﹤0.01%
48
94
$3K ﹤0.01%
22
95
$3K ﹤0.01%
+100
96
$3K ﹤0.01%
+51
97
$2K ﹤0.01%
100
98
$2K ﹤0.01%
15
99
$2K ﹤0.01%
80
-16
100
$2K ﹤0.01%
24
2 3
4
5 6