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
$110M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$9.16M
3
+$8.96M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$8.83M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.47M

Top Sells

1
+$3.05M
2
+$2.96M
3
+$2.81M
4
CIEN icon
Ciena
CIEN
+$1.03M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$321K

Sector Composition

1 Consumer Discretionary 11.57%
2 Consumer Staples 6.28%
3 Healthcare 3.68%
4 Technology 3.43%
5 Materials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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109
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44
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20
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43
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+430
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35
121
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122
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– –
-7
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$0 ﹤0.01%
+2
125
$0 ﹤0.01%
+2
3 4
5
6 7