PFG

Piershale Financial Group Portfolio holdings

AUM $157M
1-Year Est. Return 7.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.9M
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.2M
3
+$3.14M
4
OSK icon
Oshkosh
OSK
+$3.01M
5
JOY
Joy Global Inc
JOY
+$2.96M

Top Sells

1
+$9.5M
2
+$9.12M
3
+$8.96M
4
ROST icon
Ross Stores
ROST
+$6.53M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.59M

Sector Composition

1 Energy 14.39%
2 Industrials 9.54%
3 Healthcare 5.87%
4 Consumer Staples 4.54%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-8,546
4 5 6
7
8