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
$122M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.8M
3
+$13.8M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.66M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$6.58M

Top Sells

1
+$6.64M
2
+$6.44M
3
+$2.79M
4
AVT icon
Avnet
AVT
+$2.71M
5
OSK icon
Oshkosh
OSK
+$2.64M

Sector Composition

1 Industrials 5.15%
2 Healthcare 4.56%
3 Energy 4.06%
4 Technology 3.67%
5 Utilities 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
23
152
$1K ﹤0.01%
12
153
$1K ﹤0.01%
152
154
$1K ﹤0.01%
66
155
$1K ﹤0.01%
+62
156
$1K ﹤0.01%
+19
157
$1K ﹤0.01%
+88
158
$1K ﹤0.01%
134
159
$1K ﹤0.01%
+50
160
$1K ﹤0.01%
44
161
$1K ﹤0.01%
+43
162
$1K ﹤0.01%
+200
163
$1K ﹤0.01%
+46
164
$1K ﹤0.01%
44
165
– –
0
166
$1K ﹤0.01%
6
167
$1K ﹤0.01%
71
168
$1K ﹤0.01%
849
169
$1K ﹤0.01%
35
170
– –
-216
171
– –
-22,645
172
$0 ﹤0.01%
71
173
– –
-58,164
174
$0 ﹤0.01%
2
175
– –
-97
5 6
7
8 9