PFG
Piershale Financial Group Portfolio holdings
AUM
$157M
1-Year Return
7.08%
This Quarter Return
+6.91%
1 Year Return
+7.08%
3 Year Return
+81.99%
5 Year Return
+142.21%
10 Year Return
+327.64%
AUM
$110M
AUM Growth
+$58.5M
(+113%)
Cap. Flow
+$54M
Cap. Flow
% of AUM
48.89%
Top 10 Holdings %
Top 10 Hldgs %
60.35%
Holding
153
New
37
Increased
27
Reduced
14
Closed
20
Top Buys
Top Sells
| 1 |
Yum! Brands
YUM
|
$3.05M |
| 2 |
Foot Locker
FL
|
$2.96M |
| 3 |
BMC
BMC SOFTWARE, INC
BMC
|
$2.81M |
| 4 |
Ciena
CIEN
|
$1.03M |
| 5 |
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% |
