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
$157M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$16M
3 +$6.62M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$6.39M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.25M

Sector Composition

1 Technology 1.92%
2 Consumer Discretionary 1.01%
3 Consumer Staples 0.77%
4 Healthcare 0.54%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NTR icon
151
Nutrien
NTR
$28.8B
$5.91K ﹤0.01%
100
TITN icon
152
Titan Machinery
TITN
$394M
$5.9K ﹤0.01%
200
BZH icon
153
Beazer Homes USA
BZH
$687M
$5.66K ﹤0.01%
200
IEF icon
154
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$5.6K ﹤0.01%
58
DVN icon
155
Devon Energy
DVN
$23.9B
$5.58K ﹤0.01%
116
+2
BIP icon
156
Brookfield Infrastructure Partners
BIP
$16.5B
$5.51K ﹤0.01%
151
BSX icon
157
Boston Scientific
BSX
$150B
$5.41K ﹤0.01%
100
VALE icon
158
Vale
VALE
$54.2B
$5.37K ﹤0.01%
400
QQEW icon
159
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.87B
$5.34K ﹤0.01%
50
GOVI icon
160
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$909M
$5.34K ﹤0.01%
183
PFXF icon
161
VanEck Preferred Securities ex Financials ETF
PFXF
$1.99B
$5.3K ﹤0.01%
300
PPL icon
162
PPL Corp
PPL
$26.7B
$5.29K ﹤0.01%
200
XYZ
163
Block Inc
XYZ
$40.3B
$5.26K ﹤0.01%
79
VTV icon
164
Vanguard Value ETF
VTV
$153B
$5.26K ﹤0.01%
37
SWK icon
165
Stanley Black & Decker
SWK
$11.2B
$5.25K ﹤0.01%
56
DOC icon
166
Healthpeak Properties
DOC
$12.7B
$5.21K ﹤0.01%
259
KMX icon
167
CarMax
KMX
$5.78B
$5.19K ﹤0.01%
62
UBER icon
168
Uber
UBER
$180B
$5.18K ﹤0.01%
120
KMI icon
169
Kinder Morgan
KMI
$60.8B
$5.17K ﹤0.01%
300
SCHH icon
170
Schwab US REIT ETF
SCHH
$8.45B
$5.16K ﹤0.01%
264
SPHB icon
171
Invesco S&P 500 High Beta ETF
SPHB
$453M
$5.12K ﹤0.01%
+67
TSM icon
172
TSMC
TSM
$1.51T
$5.05K ﹤0.01%
50
NEE icon
173
NextEra Energy
NEE
$177B
$4.97K ﹤0.01%
67
BWA icon
174
BorgWarner
BWA
$9.19B
$4.89K ﹤0.01%
114
TGNA icon
175
TEGNA Inc
TGNA
$3.13B
$4.87K ﹤0.01%
300