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
$131M
AUM Growth
-$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.7M
3
+$18.7M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.15M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.11M

Top Sells

1
+$17.5M
2
+$17.3M
3
+$17.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$12.7M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$221K

Sector Composition

1 Healthcare 0.64%
2 Communication Services 0.5%
3 Consumer Discretionary 0.47%
4 Industrials 0.43%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4K ﹤0.01%
+500
102
$4K ﹤0.01%
+55
103
$4K ﹤0.01%
+10
104
$4K ﹤0.01%
291
105
$3K ﹤0.01%
45
106
$3K ﹤0.01%
+50
107
$3K ﹤0.01%
120
-60
108
$3K ﹤0.01%
48
109
$3K ﹤0.01%
+10
110
$3K ﹤0.01%
+124
111
$3K ﹤0.01%
139
-101
112
$3K ﹤0.01%
+108
113
$3K ﹤0.01%
+504
114
$3K ﹤0.01%
100
115
$3K ﹤0.01%
+177
116
$2K ﹤0.01%
+250
117
$2K ﹤0.01%
100
118
$2K ﹤0.01%
+145
119
$2K ﹤0.01%
216
120
$2K ﹤0.01%
+43
121
$2K ﹤0.01%
+250
122
$2K ﹤0.01%
24
123
$1K ﹤0.01%
+25
124
$1K ﹤0.01%
73
125
$1K ﹤0.01%
+55
3 4
5
6 7