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
$165M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$27.3M
3
+$27.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$13M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$12.7M

Top Sells

1
+$18.8M
2
+$18.7M
3
+$18.7M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$14.4M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$14M

Sector Composition

1 Healthcare 0.6%
2 Consumer Discretionary 0.49%
3 Communication Services 0.45%
4 Industrials 0.44%
5 Technology 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13K 0.01%
202
102
$13K 0.01%
131
+1
103
$13K 0.01%
+208
104
$12K 0.01%
+406
105
$12K 0.01%
+400
106
$12K 0.01%
+111
107
$12K 0.01%
+144
108
$12K 0.01%
93
109
$12K 0.01%
+100
110
$11K 0.01%
111
111
$11K 0.01%
+65
112
$11K 0.01%
+400
113
$11K 0.01%
171
+1
114
$11K 0.01%
500
115
$11K 0.01%
+798
116
$11K 0.01%
2,200
117
$11K 0.01%
+263
118
$10K 0.01%
+104
119
$10K 0.01%
+300
120
$10K 0.01%
+100
121
$10K 0.01%
+1,239
122
$10K 0.01%
200
123
$10K 0.01%
294
124
$10K 0.01%
195
-49
125
$10K 0.01%
+89
3 4
5
6 7