PFG

Piershale Financial Group Portfolio holdings

AUM $157M
1-Year Est. Return 7.08%
This Quarter Est. Return
1 Year Est. Return
+7.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.6M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.34M
3
+$2.94M
4
DOX icon
Amdocs
DOX
+$2.84M
5
AGN
Allergan Inc
AGN
+$2.78M

Top Sells

1
+$16.4M
2
+$3.76M
3
+$3.6M
4
CVI icon
CVR Energy
CVI
+$3.26M
5
DINO icon
HF Sinclair
DINO
+$3.16M

Sector Composition

1 Industrials 16.59%
2 Consumer Discretionary 11.27%
3 Healthcare 10.54%
4 Technology 10.07%
5 Energy 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4K ﹤0.01%
+52
102
$4K ﹤0.01%
+12
103
$3K ﹤0.01%
48
104
$3K ﹤0.01%
+240
105
$3K ﹤0.01%
+155
106
$3K ﹤0.01%
+241
107
$3K ﹤0.01%
366
108
$3K ﹤0.01%
86
109
$3K ﹤0.01%
177
110
– –
0
111
$2K ﹤0.01%
+21
112
$2K ﹤0.01%
106
113
$2K ﹤0.01%
320
-2
114
$2K ﹤0.01%
+5
115
$2K ﹤0.01%
+29
116
$2K ﹤0.01%
24
117
$1K ﹤0.01%
849
-11
118
$1K ﹤0.01%
+25
119
$1K ﹤0.01%
19
120
$1K ﹤0.01%
+71
121
$1K ﹤0.01%
100
122
$1K ﹤0.01%
+101
123
$1K ﹤0.01%
+81
124
$1K ﹤0.01%
+150
125
$1K ﹤0.01%
60
3 4
5
6 7