PFG
Piershale Financial Group Portfolio holdings
AUM
$157M
1-Year Return
7.08%
This Quarter Return
+5.79%
1 Year Return
+7.08%
3 Year Return
+81.99%
5 Year Return
+142.21%
10 Year Return
+327.64%
AUM
$51.9M
AUM Growth
–
Cap. Flow
+$51.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.47%
Holding
116
New
115
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$4.53M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$4.38M |
| 3 |
Schwab International Equity ETF
SCHF
|
$4.01M |
| 4 |
Ciena
CIEN
|
$3.46M |
| 5 |
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% |
