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
$121M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$988K
3
+$221K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$158K
5
ABBV icon
AbbVie
ABBV
+$155K

Top Sells

1
+$37.6M
2
+$465K
3
+$87.8K
4
PG icon
Procter & Gamble
PG
+$14.4K

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.13%
3 Consumer Staples 1.04%
4 Healthcare 0.75%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.9K 0.01%
+400
102
$11.6K 0.01%
+109
103
$11.5K 0.01%
+248
104
$11.4K 0.01%
+700
105
$11.4K 0.01%
+800
106
$10.9K 0.01%
+200
107
$10.7K 0.01%
+414
108
$10.6K 0.01%
+150
109
$10.4K 0.01%
+128
110
$10.3K 0.01%
+107
111
$10.1K 0.01%
+86
112
$10K 0.01%
+388
113
$9.98K 0.01%
+100
114
$9.96K 0.01%
+50
115
$9.94K 0.01%
+75
116
$9.52K 0.01%
+1,600
117
$9.31K 0.01%
+55
118
$9.3K 0.01%
+300
119
$9.13K 0.01%
+137
120
$8.81K 0.01%
+125
121
$8.78K 0.01%
+62
122
$8.77K 0.01%
+104
123
$8.73K 0.01%
+100
124
$8.69K 0.01%
+100
125
$8.68K 0.01%
+414
3 4
5
6 7