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
$154M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$16M
3
+$13.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.63M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.47M

Top Sells

1
+$14.8M
2
+$14.8M
3
+$6.06M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.02M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.97M

Sector Composition

1 Industrials 3.08%
2 Technology 2.94%
3 Financials 2.79%
4 Energy 2.43%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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157
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$0 ﹤0.01%
2
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13
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169
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170
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30
171
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172
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$0 ﹤0.01%
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175
– –
-200
4 5 6
7
8