PFG
Piershale Financial Group Portfolio holdings
AUM
$157M
This Quarter Return
-1.53%
1 Year Return
+7.08%
3 Year Return
+81.99%
5 Year Return
+142.21%
10 Year Return
+327.64%
AUM
$133M
AUM Growth
+$133M
(+5.3%)
Cap. Flow
+$7.94M
Cap. Flow
% of AUM
5.98%
Top 10 Holdings %
Top 10 Hldgs %
96.58%
Holding
174
New
17
Increased
39
Reduced
8
Closed
48
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$17.5M |
| 2 |
Schwab International Equity ETF
SCHF
|
$12.7M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$12.4M |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$12.3M |
| 5 |
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
|
$1.45M |
Top Sells
| 1 |
Invesco Preferred ETF
PGX
|
$17M |
| 2 |
Schwab US REIT ETF
SCHH
|
$11.9M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$11.9M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$11.4M |
| 5 |
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% |
