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
$85.6M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.34M
3
+$2.94M
4
DOX icon
Amdocs
DOX
+$2.84M
5
AGN
Allergan Inc
AGN
+$2.78M

Top Sells

1
+$16.4M
2
+$3.76M
3
+$3.6M
4
CVI icon
CVR Energy
CVI
+$3.26M
5
DINO icon
HF Sinclair
DINO
+$3.16M

Sector Composition

1 Industrials 16.59%
2 Consumer Discretionary 11.27%
3 Healthcare 10.54%
4 Technology 10.07%
5 Energy 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
12
127
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152
128
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2
129
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+20
130
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+134
131
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22
132
$1K ﹤0.01%
44
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44
134
$1K ﹤0.01%
68
135
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+71
136
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+19
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$1K ﹤0.01%
35
138
$1K ﹤0.01%
849
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139
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+25
140
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141
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$0 ﹤0.01%
2
143
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144
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10
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148
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150
– –
-210
4 5
6
7 8