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
$132M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$17.4M
3
+$6.44M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$6.14M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.25M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$11.8M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$8.14M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$606K

Sector Composition

1 Healthcare 0.68%
2 Communication Services 0.6%
3 Technology 0.5%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3K ﹤0.01%
216
127
$3K ﹤0.01%
125
128
$3K ﹤0.01%
62
129
$3K ﹤0.01%
513
+3
130
$3K ﹤0.01%
177
131
$2K ﹤0.01%
+24
132
$2K ﹤0.01%
100
133
$2K ﹤0.01%
73
134
$2K ﹤0.01%
+91
135
$2K ﹤0.01%
250
136
$2K ﹤0.01%
25
137
$2K ﹤0.01%
+33
138
$2K ﹤0.01%
22
139
$1K ﹤0.01%
96
140
$1K ﹤0.01%
55
141
$1K ﹤0.01%
+44
142
$1K ﹤0.01%
100
143
$1K ﹤0.01%
12
144
$1K ﹤0.01%
106
145
– –
0
146
$1K ﹤0.01%
+1
147
$1K ﹤0.01%
63
+2
148
$1K ﹤0.01%
44
149
$1K ﹤0.01%
64
150
$1K ﹤0.01%
24
4 5
6
7 8