We are live on ! Find out more
PFG

Piershale Financial Group Portfolio holdings

AUM $157M
1-Year Est. Return 7.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$16.1M
3
+$13.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$11.9M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$11.1M

Top Sells

1
+$28.5M
2
+$17.4M
3
+$17.2M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$11.5M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$10.8M

Sector Composition

1 Communication Services 0.42%
2 Healthcare 0.31%
3 Consumer Discretionary 0.18%
4 Technology 0.18%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-303
77
– –
-100
78
– –
-111
79
– –
-256
80
– –
-453
81
– –
-250
82
– –
-250
83
– –
-510
84
– –
-506,146
85
– –
-624,666
86
– –
-120
87
– –
-500
88
– –
-452
89
– –
-14
90
– –
-12
91
– –
-350
92
– –
0
93
– –
-773
94
– –
-106
95
– –
-1,300
96
– –
-202
97
– –
-518
98
– –
-157
99
– –
-720
100
– –
-1,301
2 3
4
5 6