PFG
Piershale Financial Group Portfolio holdings
AUM
$157M
This Quarter Return
+2.45%
1 Year Return
+7.08%
3 Year Return
+81.99%
5 Year Return
+142.21%
10 Year Return
+327.64%
AUM
$165M
AUM Growth
+$165M
(+25%)
Cap. Flow
+$46.2M
Cap. Flow
% of AUM
28.07%
Top 10 Holdings %
Top 10 Hldgs %
96.56%
Holding
228
New
82
Increased
50
Reduced
9
Closed
15
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$28.1M |
| 2 |
iShares MBS ETF
MBB
|
$27.3M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$27.1M |
| 4 |
Invesco QQQ Trust
QQQ
|
$13M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$12.7M |
Top Sells
Sector Composition
| 1 | Healthcare | 0.6% |
| 2 | Consumer Discretionary | 0.49% |
| 3 | Communication Services | 0.45% |
| 4 | Industrials | 0.44% |
| 5 | Technology | 0.39% |
