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

Top Buys

1
+$16.9M
2
+$16.7M
3
+$16.5M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$12M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$11.9M

Top Sells

1
+$16.4M
2
+$16.2M
3
+$16M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$14.4M
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%
10
127
$1K ﹤0.01%
+40
128
$1K ﹤0.01%
+100
129
$1K ﹤0.01%
45
-938,946
130
– –
-56,161
131
$0 ﹤0.01%
1
132
– –
0
133
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-19
134
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-680
135
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-44,559
136
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-14,046
137
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-25,370
138
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-15,647
139
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-747
140
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-44,794
141
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-360
142
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-145
143
$0 ﹤0.01%
260
144
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-280
145
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146
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-780
147
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-78
148
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-300
149
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150
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-70
4 5
6
7 8