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
$135M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$21.5M
3
+$18.7M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$18.3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$17.7M

Top Sells

1
+$31.2M
2
+$30.2M
3
+$29.4M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$25.9M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$25.5M

Sector Composition

1 Healthcare 0.68%
2 Communication Services 0.61%
3 Industrials 0.49%
4 Consumer Staples 0.45%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6K ﹤0.01%
473
102
$6K ﹤0.01%
171
103
$6K ﹤0.01%
50
104
$6K ﹤0.01%
38
105
$5K ﹤0.01%
157
106
$5K ﹤0.01%
48
107
$5K ﹤0.01%
171
108
$5K ﹤0.01%
100
109
$4K ﹤0.01%
45
110
$4K ﹤0.01%
255
111
$4K ﹤0.01%
400
112
$4K ﹤0.01%
110
113
$4K ﹤0.01%
291
114
$4K ﹤0.01%
300
115
$4K ﹤0.01%
250
116
$3K ﹤0.01%
50
117
$3K ﹤0.01%
216
118
$3K ﹤0.01%
62
119
$3K ﹤0.01%
510
+4
120
$2K ﹤0.01%
250
121
$2K ﹤0.01%
100
122
$2K ﹤0.01%
145
123
$2K ﹤0.01%
125
124
$2K ﹤0.01%
250
125
$2K ﹤0.01%
25
3 4
5
6 7