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
$68.9M
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$3.26M
3
+$3.25M
4
AMGN icon
Amgen
AMGN
+$3.21M
5
DINO icon
HF Sinclair
DINO
+$3.16M

Top Sells

1
+$9.58M
2
+$9.12M
3
+$8.96M
4
ROST icon
Ross Stores
ROST
+$7.25M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.43M

Sector Composition

1 Energy 14.39%
2 Industrials 9.54%
3 Healthcare 5.87%
4 Consumer Staples 4.54%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2K ﹤0.01%
+192
102
$2K ﹤0.01%
+180
103
$2K ﹤0.01%
48
-173,980
104
$2K ﹤0.01%
82
-222,584
105
$2K ﹤0.01%
+128
106
$2K ﹤0.01%
106
107
$2K ﹤0.01%
60
-121,270
108
$2K ﹤0.01%
27
-46,680
109
$2K ﹤0.01%
61
-106,615
110
$2K ﹤0.01%
28
-60,592
111
$2K ﹤0.01%
+14
112
$2K ﹤0.01%
59
-127,266
113
$2K ﹤0.01%
20
-35,290
114
$2K ﹤0.01%
24
-42,669
115
$2K ﹤0.01%
86
+43
116
$2K ﹤0.01%
216
+108
117
$2K ﹤0.01%
24
118
$2K ﹤0.01%
158
+79
119
$2K ﹤0.01%
164
+82
120
$2K ﹤0.01%
25
-44,094
121
$1K ﹤0.01%
+19
122
$1K ﹤0.01%
100
123
$1K ﹤0.01%
+10
124
$1K ﹤0.01%
+520
125
$1K ﹤0.01%
+60
3 4
5
6 7