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
$170M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$29.4M
3
+$28.9M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$25.5M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$25.2M

Top Sells

1
+$28.1M
2
+$27.3M
3
+$27.1M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$13M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$12.8M

Sector Composition

1 Healthcare 0.5%
2 Communication Services 0.45%
3 Industrials 0.41%
4 Consumer Discretionary 0.38%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12K 0.01%
+603
77
$11K 0.01%
+151
78
$11K 0.01%
287
79
$11K 0.01%
500
80
$11K 0.01%
+303
81
$11K 0.01%
202
82
$10K 0.01%
86
-114
83
$10K 0.01%
+55
84
$10K 0.01%
49
85
$9K 0.01%
200
86
$9K 0.01%
294
87
$9K 0.01%
50
88
$8K ﹤0.01%
366
+304
89
$8K ﹤0.01%
168
-403
90
$8K ﹤0.01%
290
+248
91
$8K ﹤0.01%
+944
92
$7K ﹤0.01%
222
+2
93
$7K ﹤0.01%
+200
94
$7K ﹤0.01%
414
-1
95
$7K ﹤0.01%
+145
96
$7K ﹤0.01%
200
97
$6K ﹤0.01%
473
+1
98
$6K ﹤0.01%
171
99
$6K ﹤0.01%
99
+1
100
$6K ﹤0.01%
50
-500
2 3
4
5 6