PFG

Piershale Financial Group Portfolio holdings

AUM $157M
1-Year Est. Return 7.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.9M
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$3.26M
3
+$3.25M
4
AMGN icon
Amgen
AMGN
+$3.21M
5
DINO icon
HF Sinclair
DINO
+$3.16M

Top Sells

1
+$9.58M
2
+$9.12M
3
+$8.96M
4
ROST icon
Ross Stores
ROST
+$7.25M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.43M

Sector Composition

1 Energy 14.39%
2 Industrials 9.54%
3 Healthcare 5.87%
4 Consumer Staples 4.54%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
152
+76
127
$1K ﹤0.01%
+322
128
$1K ﹤0.01%
+66
129
$1K ﹤0.01%
+2
130
$1K ﹤0.01%
22
131
$1K ﹤0.01%
+234
132
$1K ﹤0.01%
44
133
$1K ﹤0.01%
44
134
$1K ﹤0.01%
+1,110
135
$1K ﹤0.01%
68
136
$1K ﹤0.01%
210
+105
137
$1K ﹤0.01%
860
+430
138
$1K ﹤0.01%
35
139
$1K ﹤0.01%
+76
140
$1K ﹤0.01%
+8
141
– –
-110
142
$0 ﹤0.01%
2
143
$0 ﹤0.01%
2
144
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0
145
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146
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-3,063
147
$0 ﹤0.01%
3
148
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149
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-85
150
– –
0
4 5
6
7 8