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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
$125M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$6.31M
3
+$6.22M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$6.07M
5
CMI icon
Cummins
CMI
+$1.99M

Top Sells

1
+$13.8M
2
+$6.49M
3
+$6.29M
4
AGN
Allergan Inc
AGN
+$2.55M
5
NBR icon
Nabors Industries
NBR
+$2.35M

Sector Composition

1 Industrials 3.42%
2 Technology 3.31%
3 Energy 3.1%
4 Financials 3.01%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
+100
127
$1K ﹤0.01%
12
128
$1K ﹤0.01%
+76
129
$1K ﹤0.01%
+336
130
$1K ﹤0.01%
+44
131
$1K ﹤0.01%
51
+1
132
$1K ﹤0.01%
44
133
$1K ﹤0.01%
200
134
$1K ﹤0.01%
44
135
$1K ﹤0.01%
6
136
$1K ﹤0.01%
36
+1
137
– –
-71
138
$0 ﹤0.01%
2
139
– –
-3,668
140
– –
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141
– –
-36
142
– –
-81
143
– –
-95
144
– –
-40,929
145
$0 ﹤0.01%
36
-40
146
$0 ﹤0.01%
260
147
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-208
148
– –
-35,091
149
– –
-42,257
150
– –
-15,000
4 5
6
7 8