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
$132M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$17.4M
3
+$6.44M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$6.14M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.25M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$11.8M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$8.14M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$606K

Sector Composition

1 Healthcare 0.68%
2 Communication Services 0.6%
3 Technology 0.5%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16K 0.01%
+150
77
$15K 0.01%
173
78
$15K 0.01%
203
79
$15K 0.01%
134
+1
80
$14K 0.01%
350
-469,138
81
$13K 0.01%
287
82
$13K 0.01%
500
83
$12K 0.01%
200
84
$11K 0.01%
1,200
+800
85
$11K 0.01%
294
86
$11K 0.01%
303
87
$11K 0.01%
780
88
$10K 0.01%
113
+1
89
$10K 0.01%
71
-138
90
$10K 0.01%
168
91
$10K 0.01%
+150
92
$10K 0.01%
49
93
$9K 0.01%
+102
94
$9K 0.01%
414
95
$9K 0.01%
200
96
$9K 0.01%
202
97
$9K 0.01%
+230
98
$9K 0.01%
145
99
$9K 0.01%
+203
100
$8K 0.01%
200
2 3
4
5 6