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
$154M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$16M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.85M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.64M

Top Sells

1
+$14.8M
2
+$6.06M
3
+$5.97M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$5.92M
5
WBA
Walgreens Boots Alliance
WBA
+$413K

Sector Composition

1 Industrials 3.08%
2 Technology 2.94%
3 Financials 2.79%
4 Energy 2.43%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11K 0.01%
500
102
$11K 0.01%
21,600
103
$10K 0.01%
+300
104
$10K 0.01%
690
+15
105
$10K 0.01%
+500
106
$10K 0.01%
+211
107
$10K 0.01%
200
108
– –
0
109
$9K 0.01%
49
110
$8K 0.01%
194
111
$7K ﹤0.01%
1,000
112
$7K ﹤0.01%
+747
113
$6K ﹤0.01%
216
114
$6K ﹤0.01%
50
115
$6K ﹤0.01%
437
116
$5K ﹤0.01%
+45
117
$5K ﹤0.01%
171
118
$5K ﹤0.01%
140
+28
119
$5K ﹤0.01%
376
+72
120
$4K ﹤0.01%
160
+10
121
$4K ﹤0.01%
140
+24
122
$4K ﹤0.01%
72
123
$4K ﹤0.01%
+492
124
$3K ﹤0.01%
1,632
+1,296
125
$3K ﹤0.01%
+692
3 4
5
6 7