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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
+$9.32M
2
+$9.09M
3
+$8.98M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$8.82M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.33M

Top Sells

1
+$3.07M
2
+$2.96M
3
+$2.81M
4
CIEN icon
Ciena
CIEN
+$927K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$318K

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
101
$1K ﹤0.01%
78
102
$1K ﹤0.01%
76
103
$1K ﹤0.01%
101
104
$1K ﹤0.01%
10
105
$1K ﹤0.01%
+22
106
$1K ﹤0.01%
109
107
$1K ﹤0.01%
44
108
$1K ﹤0.01%
+79
109
$1K ﹤0.01%
+82
110
$1K ﹤0.01%
44
111
$1K ﹤0.01%
68
112
$1K ﹤0.01%
+105
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$1K ﹤0.01%
20
114
$1K ﹤0.01%
+95
115
$1K ﹤0.01%
43
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$1K ﹤0.01%
+430
117
$1K ﹤0.01%
+108
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$1K ﹤0.01%
35
119
– –
0
120
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7
121
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122
– –
-17
123
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-7
124
$0 ﹤0.01%
+2
125
$0 ﹤0.01%
+2
3 4
5
6 7