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
$122M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.8M
3
+$13.8M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.66M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$6.58M

Top Sells

1
+$6.64M
2
+$6.44M
3
+$2.79M
4
AVT icon
Avnet
AVT
+$2.71M
5
OSK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3K ﹤0.01%
348
-18
127
$3K ﹤0.01%
177
128
$2K ﹤0.01%
22
129
$2K ﹤0.01%
+100
130
$2K ﹤0.01%
95
-77,218
131
$2K ﹤0.01%
+208
132
$2K ﹤0.01%
53
-61,073
133
$2K ﹤0.01%
106
134
$2K ﹤0.01%
318
-2
135
$2K ﹤0.01%
18
-2
136
$2K ﹤0.01%
+8
137
$2K ﹤0.01%
86
138
$2K ﹤0.01%
24
139
$2K ﹤0.01%
+5,000
140
$2K ﹤0.01%
+200
141
$1K ﹤0.01%
19
142
$1K ﹤0.01%
+44
143
$1K ﹤0.01%
100
144
$1K ﹤0.01%
101
145
$1K ﹤0.01%
+36
146
$1K ﹤0.01%
81
147
$1K ﹤0.01%
+8
148
$1K ﹤0.01%
76
-164
149
$1K ﹤0.01%
58
150
$1K ﹤0.01%
+18
4 5
6
7 8