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
$126M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$16.7M
3
+$16.4M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$12.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$11.9M

Top Sells

1
+$20.9M
2
+$16.7M
3
+$16.2M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$16M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$14.2M

Sector Composition

1 Healthcare 1.12%
2 Communication Services 0.5%
3 Industrials 0.43%
4 Technology 0.42%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
12
127
$1K ﹤0.01%
44
128
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44
129
$1K ﹤0.01%
+29
130
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0
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132
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-680
133
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-44,559
134
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-14,046
135
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136
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138
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$0 ﹤0.01%
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141
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142
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145
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$0 ﹤0.01%
2
149
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30
150
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7 8