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
$165M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$27.3M
3
+$27.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$13M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$12.7M

Top Sells

1
+$18.8M
2
+$18.7M
3
+$18.7M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$14.4M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$14M

Sector Composition

1 Healthcare 0.6%
2 Consumer Discretionary 0.49%
3 Communication Services 0.45%
4 Industrials 0.44%
5 Technology 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$21K 0.01%
+408
77
$20K 0.01%
600
+100
78
$20K 0.01%
127
+1
79
$19K 0.01%
1,340
+59
80
$19K 0.01%
+911
81
$18K 0.01%
+504
82
$18K 0.01%
21,600
83
$18K 0.01%
515
84
$17K 0.01%
380
+2
85
$17K 0.01%
156
+1
86
$17K 0.01%
+400
87
$17K 0.01%
+346
88
$15K 0.01%
151
+1
89
$15K 0.01%
+200
90
$15K 0.01%
+133
91
$15K 0.01%
153
+3
92
$14K 0.01%
207
+1
93
$14K 0.01%
+112
94
$14K 0.01%
287
95
$14K 0.01%
209
+6
96
$14K 0.01%
+201
97
$14K 0.01%
+189
98
$13K 0.01%
+121
99
$13K 0.01%
173
100
$13K 0.01%
+337
2 3
4
5 6