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
$132M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$17.4M
3
+$6.44M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$6.14M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.25M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$11.8M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$8.14M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$606K

Sector Composition

1 Healthcare 0.68%
2 Communication Services 0.6%
3 Technology 0.5%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8K 0.01%
+200
102
$8K 0.01%
280
-499
103
$8K 0.01%
51
+1
104
$7K 0.01%
473
105
$7K 0.01%
224
+2
106
$7K 0.01%
171
107
$7K 0.01%
+101
108
$7K 0.01%
453
-638
109
$6K ﹤0.01%
171
110
$6K ﹤0.01%
50
111
$6K ﹤0.01%
+1,300
112
$6K ﹤0.01%
38
113
$5K ﹤0.01%
45
114
$5K ﹤0.01%
157
115
$5K ﹤0.01%
48
116
$5K ﹤0.01%
+185
117
$5K ﹤0.01%
118
-486
118
$5K ﹤0.01%
100
119
$4K ﹤0.01%
47
-309
120
$4K ﹤0.01%
+25
121
$4K ﹤0.01%
111
+1
122
$4K ﹤0.01%
291
123
$4K ﹤0.01%
300
124
$4K ﹤0.01%
250
125
$3K ﹤0.01%
50
3 4
5
6 7