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
$127M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$600K
3
+$55.2K
4
NCLH icon
Norwegian Cruise Line
NCLH
+$44.5K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$30.9K

Top Sells

1
+$988K
2
+$43.1K
3
+$21.2K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$19.8K
5
SDOW icon
ProShares UltraPro Short Dow 30
SDOW
+$11.9K

Sector Composition

1 Technology 2.21%
2 Consumer Discretionary 1.15%
3 Consumer Staples 0.98%
4 Healthcare 0.68%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TD icon
101
Toronto Dominion Bank
TD
$149B
$12K 0.01%
200
TIP icon
102
iShares TIPS Bond ETF
TIP
$14.4B
$12K 0.01%
109
IVV icon
103
iShares Core S&P 500 ETF
IVV
$734B
$11.5K 0.01%
28
+23
HQL
104
abrdn Life Sciences Investors
HQL
$497M
$11.4K 0.01%
820
+20
FCPT icon
105
Four Corners Property Trust
FCPT
$2.43B
$11.1K 0.01%
414
VTWO icon
106
Vanguard Russell 2000 ETF
VTWO
$13.9B
$10.8K 0.01%
150
TER icon
107
Teradyne
TER
$31.8B
$10.8K 0.01%
100
SO icon
108
Southern Company
SO
$94.2B
$10.4K 0.01%
150
-40
XSD icon
109
State Street SPDR S&P Semiconductor ETF
XSD
$1.71B
$10.4K 0.01%
+50
DIS icon
110
Walt Disney
DIS
$192B
$10K 0.01%
100
LOW icon
111
Lowe's Companies
LOW
$137B
$10K 0.01%
50
CVS icon
112
CVS Health
CVS
$97.1B
$9.95K 0.01%
134
+1
BG icon
113
Bunge Global
BG
$17.8B
$9.55K 0.01%
100
MDLZ icon
114
Mondelez International
MDLZ
$70.7B
$9.55K 0.01%
137
DTE icon
115
DTE Energy
DTE
$27B
$9.42K 0.01%
86
EMR icon
116
Emerson Electric
EMR
$76.4B
$9.32K 0.01%
107
WY icon
117
Weyerhaeuser
WY
$16.1B
$9.04K 0.01%
300
BN icon
118
Brookfield
BN
$104B
$8.99K 0.01%
414
TGT icon
119
Target
TGT
$42.1B
$8.94K 0.01%
54
-260
IYR icon
120
iShares US Real Estate ETF
IYR
$4.19B
$8.89K 0.01%
105
+1
SCHP icon
121
Schwab US TIPS ETF
SCHP
$14.6B
$8.79K 0.01%
328
-60
SPGI icon
122
S&P Global
SPGI
$149B
$8.62K 0.01%
25
XLU icon
123
State Street Utilities Select Sector SPDR ETF
XLU
$10.5B
$8.46K 0.01%
125
WHR icon
124
Whirlpool
WHR
$4.21B
$8.3K 0.01%
63
+1
LAC
125
DELISTED
Lithium Americas Corp. Common Shares
LAC
$8.25K 0.01%
379
3 4
5
6 7