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

Top Buys

1
+$14.8M
2
+$6.31M
3
+$6.06M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.97M
5
T icon
AT&T
T
+$1.98M

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%
19
127
$1K ﹤0.01%
100
128
$1K ﹤0.01%
+100
129
$1K ﹤0.01%
12
130
$1K ﹤0.01%
+76
131
$1K ﹤0.01%
+336
132
$1K ﹤0.01%
+44
133
$1K ﹤0.01%
51
+1
134
$1K ﹤0.01%
44
135
$1K ﹤0.01%
200
136
$1K ﹤0.01%
44
137
– –
-275
138
– –
-58,207
139
– –
-44
140
$0 ﹤0.01%
156
-162
141
$0 ﹤0.01%
2
142
– –
-15,056
143
$0 ﹤0.01%
38
144
$0 ﹤0.01%
2
145
– –
-34,200
146
– –
-71
147
$0 ﹤0.01%
2
148
– –
-3,668
149
– –
-101
150
– –
-36
4 5
6
7 8