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
$170M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$29.4M
3
+$28.9M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$25.5M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$25.2M

Top Sells

1
+$28.1M
2
+$27.3M
3
+$27.1M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$13M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$12.8M

Sector Composition

1 Healthcare 0.5%
2 Communication Services 0.45%
3 Industrials 0.41%
4 Consumer Discretionary 0.38%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5K ﹤0.01%
171
102
$5K ﹤0.01%
55
103
$5K ﹤0.01%
+38
104
$4K ﹤0.01%
45
105
$4K ﹤0.01%
157
106
$4K ﹤0.01%
255
107
$4K ﹤0.01%
48
108
$4K ﹤0.01%
400
109
$4K ﹤0.01%
+3
110
$4K ﹤0.01%
291
111
$4K ﹤0.01%
300
112
$4K ﹤0.01%
250
113
$4K ﹤0.01%
100
114
$3K ﹤0.01%
50
115
$3K ﹤0.01%
62
116
$3K ﹤0.01%
110
+1
117
$3K ﹤0.01%
506
118
$2K ﹤0.01%
250
119
$2K ﹤0.01%
100
120
$2K ﹤0.01%
145
121
$2K ﹤0.01%
216
122
$2K ﹤0.01%
125
123
$2K ﹤0.01%
250
124
$2K ﹤0.01%
25
125
– –
0
3 4
5
6 7