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
$131M
AUM Growth
-$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.7M
3
+$18.7M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.15M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.11M

Top Sells

1
+$17.5M
2
+$17.3M
3
+$17.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$12.7M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$221K

Sector Composition

1 Healthcare 0.64%
2 Communication Services 0.5%
3 Consumer Discretionary 0.47%
4 Industrials 0.43%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11K 0.01%
+255
77
$11K 0.01%
+202
78
$11K 0.01%
2,200
79
$11K 0.01%
93
80
$10K 0.01%
76
-6
81
$9K 0.01%
49
82
$9K 0.01%
200
83
$9K 0.01%
500
84
$9K 0.01%
+400
85
$7K 0.01%
472
86
$7K 0.01%
194
87
$7K 0.01%
+171
88
$7K 0.01%
230
89
$7K 0.01%
+50
90
$6K ﹤0.01%
+220
91
$6K ﹤0.01%
97
+1
92
$6K ﹤0.01%
+200
93
$5K ﹤0.01%
171
94
$5K ﹤0.01%
50
95
$5K ﹤0.01%
+300
96
$5K ﹤0.01%
+250
97
$4K ﹤0.01%
+157
98
$4K ﹤0.01%
+255
99
$4K ﹤0.01%
+400
100
$4K ﹤0.01%
+62
2 3
4
5 6