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
$121M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$988K
3
+$221K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$158K
5
ABBV icon
AbbVie
ABBV
+$155K

Top Sells

1
+$37.6M
2
+$465K
3
+$87.8K
4
PG icon
Procter & Gamble
PG
+$14.4K

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.13%
3 Consumer Staples 1.04%
4 Healthcare 0.75%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.4K 0.01%
+100
77
$17.3K 0.01%
+3,200
78
$16K 0.01%
+2,500
79
$15.8K 0.01%
+880
80
$15.7K 0.01%
+158
81
$15.7K 0.01%
+59
82
$15.3K 0.01%
+1,700
83
$14.6K 0.01%
+150
84
$14.2K 0.01%
+153
85
$13.9K 0.01%
+25
86
$13.8K 0.01%
+181
87
$13.7K 0.01%
+101
88
$13.6K 0.01%
+285
89
$13.6K 0.01%
+190
90
$13.5K 0.01%
+100
91
$13.1K 0.01%
+20
92
$13K 0.01%
+202
93
$13K 0.01%
+200
94
$12.9K 0.01%
+166
95
$12.8K 0.01%
+150
96
$12.8K 0.01%
+100
97
$12.4K 0.01%
+133
98
$12.2K 0.01%
+50
99
$12K 0.01%
+109
100
$11.9K 0.01%
+110
2 3
4
5 6