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
$126M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$16.7M
3
+$16.4M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$12.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$11.9M

Top Sells

1
+$20.9M
2
+$16.7M
3
+$16.2M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$16M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$14.2M

Sector Composition

1 Healthcare 1.12%
2 Communication Services 0.5%
3 Industrials 0.43%
4 Technology 0.42%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4K ﹤0.01%
45
102
$4K ﹤0.01%
+62
103
$4K ﹤0.01%
54
-124
104
$3K ﹤0.01%
50
-200
105
$3K ﹤0.01%
48
106
$3K ﹤0.01%
+400
107
$3K ﹤0.01%
+105
108
$3K ﹤0.01%
+1,250
109
$3K ﹤0.01%
+68
110
$3K ﹤0.01%
291
-146
111
$3K ﹤0.01%
22
112
$3K ﹤0.01%
24
113
$3K ﹤0.01%
177
114
$2K ﹤0.01%
+28
115
$2K ﹤0.01%
100
116
$2K ﹤0.01%
73
117
$2K ﹤0.01%
66
-60,223
118
$2K ﹤0.01%
15
119
$2K ﹤0.01%
+250
120
$2K ﹤0.01%
96
-44
121
$2K ﹤0.01%
106
122
$1K ﹤0.01%
10
123
$1K ﹤0.01%
+40
124
$1K ﹤0.01%
+100
125
$1K ﹤0.01%
45
-938,946
3 4
5
6 7