PFG
Piershale Financial Group Portfolio holdings
AUM
$157M
1-Year Return
7.08%
This Quarter Return
+5.17%
1 Year Return
+7.08%
3 Year Return
+81.99%
5 Year Return
+142.21%
10 Year Return
+327.64%
AUM
$122M
AUM Growth
+$36.7M
(+43%)
Cap. Flow
+$33M
Cap. Flow
% of AUM
27.01%
Top 10 Holdings %
Top 10 Hldgs %
71.35%
Holding
232
New
59
Increased
17
Reduced
28
Closed
27
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$6.64M |
| 2 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
$6.44M |
| 3 |
Amgen
AMGN
|
$2.79M |
| 4 |
Avnet
AVT
|
$2.71M |
| 5 |
Oshkosh
OSK
|
$2.64M |
Sector Composition
| 1 | Industrials | 5.15% |
| 2 | Healthcare | 4.56% |
| 3 | Energy | 4.06% |
| 4 | Technology | 3.67% |
| 5 | Utilities | 3.52% |
