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
$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
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.85M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.64M

Top Sells

1
+$14.8M
2
+$6.06M
3
+$5.97M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$5.92M
5
WBA
Walgreens Boots Alliance
WBA
+$413K

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%
48
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$3K ﹤0.01%
140
+64
128
$3K ﹤0.01%
177
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$2K ﹤0.01%
73
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$2K ﹤0.01%
15
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106
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$2K ﹤0.01%
22
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$2K ﹤0.01%
24
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$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
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147
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148
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0
149
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-231
150
– –
-36
4 5
6
7 8