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
$122M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.8M
3
+$13.8M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.66M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$6.58M

Top Sells

1
+$6.64M
2
+$6.44M
3
+$2.79M
4
AVT icon
Avnet
AVT
+$2.71M
5
OSK icon
Oshkosh
OSK
+$2.64M

Sector Composition

1 Industrials 5.15%
2 Healthcare 4.56%
3 Energy 4.06%
4 Technology 3.67%
5 Utilities 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10K 0.01%
+125
102
$10K 0.01%
+105
103
$9K 0.01%
185
104
$8K 0.01%
216
105
$8K 0.01%
109
106
$8K 0.01%
+1,001
107
$8K 0.01%
+1,200
108
$7K 0.01%
430
109
$7K 0.01%
+121
110
$7K 0.01%
+161
111
$7K 0.01%
437
112
$7K 0.01%
+50
113
$7K 0.01%
49
114
$6K ﹤0.01%
50
115
$6K ﹤0.01%
+16
116
$5K ﹤0.01%
171
117
$5K ﹤0.01%
+250
118
$4K ﹤0.01%
201
119
$4K ﹤0.01%
52
120
$4K ﹤0.01%
+640
121
$4K ﹤0.01%
156
-32,818
122
$4K ﹤0.01%
+100
123
$3K ﹤0.01%
48
124
$3K ﹤0.01%
+73
125
– –
0
3 4
5
6 7