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
$51.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.38M
3
+$4.01M
4
CIEN icon
Ciena
CIEN
+$3.46M
5
SNBR icon
Sleep Number
SNBR
+$3.21M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 28.75%
2 Technology 12.48%
3 Healthcare 7.17%
4 Consumer Staples 6.26%
5 Financials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1K ﹤0.01%
+20
102
$1K ﹤0.01%
+51
103
$1K ﹤0.01%
+43
104
$1K ﹤0.01%
+24
105
$1K ﹤0.01%
+35
106
$0 ﹤0.01%
+17
107
$0 ﹤0.01%
+1
108
$0 ﹤0.01%
+4
109
$0 ﹤0.01%
+20
110
$0 ﹤0.01%
+15
111
$0 ﹤0.01%
+28
112
$0 ﹤0.01%
+2
113
$0 ﹤0.01%
+109
114
$0 ﹤0.01%
+68
115
$0 ﹤0.01%
+9
116
$0 ﹤0.01%
+13
1 2 3 4
5