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
$125M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$6.31M
3
+$6.06M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.97M
5
T icon
AT&T
T
+$1.98M

Top Sells

1
+$13.8M
2
+$6.49M
3
+$6.29M
4
AGN
Allergan Inc
AGN
+$2.55M
5
NBR icon
Nabors Industries
NBR
+$2.35M

Sector Composition

1 Industrials 3.42%
2 Technology 3.31%
3 Energy 3.1%
4 Financials 3.01%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
0
102
$6K ﹤0.01%
437
103
$5K ﹤0.01%
171
104
$5K ﹤0.01%
50
105
$4K ﹤0.01%
53
+1
106
– –
0
107
$4K ﹤0.01%
100
108
$3K ﹤0.01%
+150
109
$3K ﹤0.01%
48
110
$3K ﹤0.01%
+116
111
$3K ﹤0.01%
+112
112
$3K ﹤0.01%
201
113
$3K ﹤0.01%
72
-39,420
114
$3K ﹤0.01%
+1,250
115
$3K ﹤0.01%
+304
116
$3K ﹤0.01%
150
+50
117
$3K ﹤0.01%
177
118
$2K ﹤0.01%
73
119
$2K ﹤0.01%
+15
120
$2K ﹤0.01%
200
121
$2K ﹤0.01%
106
122
$2K ﹤0.01%
22
123
$2K ﹤0.01%
24
124
$1K ﹤0.01%
6
125
$1K ﹤0.01%
36
+1
3 4
5
6 7