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
$165M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$27.3M
3
+$27.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$13M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$12.7M

Top Sells

1
+$18.8M
2
+$18.7M
3
+$18.7M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$14.4M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$14M

Sector Composition

1 Healthcare 0.6%
2 Consumer Discretionary 0.49%
3 Communication Services 0.45%
4 Industrials 0.44%
5 Technology 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K 0.01%
49
127
$9K 0.01%
+333
128
$9K 0.01%
+268
129
$9K 0.01%
58
-6
130
$8K ﹤0.01%
472
131
$8K ﹤0.01%
+75
132
$8K ﹤0.01%
+100
133
$8K ﹤0.01%
+122
134
$8K ﹤0.01%
+50
135
$7K ﹤0.01%
+415
136
$7K ﹤0.01%
194
137
$7K ﹤0.01%
171
138
$7K ﹤0.01%
+49
139
$7K ﹤0.01%
50
140
$7K ﹤0.01%
+91
141
$6K ﹤0.01%
220
142
$6K ﹤0.01%
98
+1
143
$6K ﹤0.01%
200
144
$6K ﹤0.01%
+750
145
$5K ﹤0.01%
+200
146
$5K ﹤0.01%
171
147
$5K ﹤0.01%
500
148
$4K ﹤0.01%
45
149
$4K ﹤0.01%
157
150
$4K ﹤0.01%
255
4 5
6
7 8