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
$154M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$16M
3
+$13.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.63M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.47M

Top Sells

1
+$14.8M
2
+$14.8M
3
+$6.06M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.02M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.97M

Sector Composition

1 Industrials 3.08%
2 Technology 2.94%
3 Financials 2.79%
4 Energy 2.43%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3K ﹤0.01%
177
127
$3K ﹤0.01%
48
128
$3K ﹤0.01%
140
+64
129
$2K ﹤0.01%
73
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$2K ﹤0.01%
15
131
$2K ﹤0.01%
106
132
$2K ﹤0.01%
22
133
$2K ﹤0.01%
24
134
$1K ﹤0.01%
19
135
$1K ﹤0.01%
100
136
$1K ﹤0.01%
+10
137
$1K ﹤0.01%
+78
138
$1K ﹤0.01%
+13
139
$1K ﹤0.01%
100
140
$1K ﹤0.01%
12
141
$1K ﹤0.01%
+112
142
$1K ﹤0.01%
52
+1
143
$1K ﹤0.01%
44
144
$1K ﹤0.01%
44
145
$1K ﹤0.01%
+22
146
– –
-231
147
– –
0
148
– –
-36
149
$0 ﹤0.01%
260
150
– –
-5
4 5
6
7 8