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
$170M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$29.4M
3
+$28.9M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$25.5M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$25.2M

Top Sells

1
+$28.1M
2
+$27.3M
3
+$27.1M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$13M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$12.8M

Sector Composition

1 Healthcare 0.5%
2 Communication Services 0.45%
3 Industrials 0.41%
4 Consumer Discretionary 0.38%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
24
127
$2K ﹤0.01%
177
128
$1K ﹤0.01%
96
129
$1K ﹤0.01%
73
130
$1K ﹤0.01%
100
131
$1K ﹤0.01%
12
132
$1K ﹤0.01%
106
133
$1K ﹤0.01%
2
134
$1K ﹤0.01%
22
135
$1K ﹤0.01%
59
+2
136
$1K ﹤0.01%
44
137
$1K ﹤0.01%
64
138
$1K ﹤0.01%
44
139
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0
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142
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-4,000
143
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147
$0 ﹤0.01%
2
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150
– –
-300
4 5
6
7 8