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
$135M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$21.5M
3
+$18.7M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$18.3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$17.7M

Top Sells

1
+$31.2M
2
+$30.2M
3
+$29.4M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$25.9M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$25.5M

Sector Composition

1 Healthcare 0.68%
2 Communication Services 0.61%
3 Industrials 0.49%
4 Consumer Staples 0.45%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16K 0.01%
+574
77
$15K 0.01%
384
+2
78
$15K 0.01%
173
79
$14K 0.01%
2,200
80
$14K 0.01%
133
+1
81
$14K 0.01%
93
82
$13K 0.01%
203
83
$12K 0.01%
+172
84
$11K 0.01%
112
85
$11K 0.01%
287
86
$11K 0.01%
500
87
$11K 0.01%
780
88
$10K 0.01%
+300
89
$10K 0.01%
294
90
$10K 0.01%
303
91
$10K 0.01%
202
92
$10K 0.01%
49
93
$9K 0.01%
414
94
$9K 0.01%
168
95
$8K 0.01%
200
96
$8K 0.01%
50
97
$8K 0.01%
145
98
$8K 0.01%
200
99
$7K 0.01%
222
100
$7K 0.01%
200
2 3
4
5 6