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
$131M
AUM Growth
-$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.7M
3
+$18.7M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.15M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.11M

Top Sells

1
+$17.5M
2
+$17.3M
3
+$17.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$12.7M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$221K

Sector Composition

1 Healthcare 0.64%
2 Communication Services 0.5%
3 Consumer Discretionary 0.47%
4 Industrials 0.43%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
+100
127
$1K ﹤0.01%
+100
128
$1K ﹤0.01%
+12
129
$1K ﹤0.01%
106
130
$1K ﹤0.01%
2
131
$1K ﹤0.01%
22
132
$1K ﹤0.01%
+56
133
$1K ﹤0.01%
+44
134
$1K ﹤0.01%
+64
135
$1K ﹤0.01%
+44
136
– –
0
137
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-40
138
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-1,000
139
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-285
140
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141
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143
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144
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0
145
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-542,879
146
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-100
147
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-620,900
148
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-489
149
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-167,054
150
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-2
4 5
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7 8