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
$121M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$988K
3
+$221K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$158K
5
ABBV icon
AbbVie
ABBV
+$155K

Top Sells

1
+$37.6M
2
+$465K
3
+$87.8K
4
PG icon
Procter & Gamble
PG
+$14.4K

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.13%
3 Consumer Staples 1.04%
4 Healthcare 0.75%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.43K 0.01%
+100
127
$8.37K 0.01%
+25
128
$8.29K 0.01%
+227
129
$8.02K 0.01%
+100
130
$7.95K 0.01%
+200
131
$7.86K 0.01%
+36
132
$7.82K 0.01%
+102
133
$7.8K 0.01%
+123
134
$7.6K 0.01%
+200
135
$7.51K 0.01%
+136
136
$7.39K 0.01%
+336
137
$7.3K 0.01%
+100
138
$7.28K 0.01%
+76
139
$7.18K 0.01%
+379
140
$7.12K 0.01%
+100
141
$7.04K 0.01%
+15
142
$6.88K 0.01%
+105
143
$6.83K 0.01%
+111
144
$6.82K 0.01%
+100
145
$6.79K 0.01%
+400
146
$6.69K 0.01%
+233
147
$6.57K 0.01%
+200
148
$6.5K 0.01%
+1,000
149
$6.49K 0.01%
+259
150
$6.49K 0.01%
+125
4 5
6
7 8