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
$131M
AUM Growth
-$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.7M
3
+$18.7M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.15M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.11M

Top Sells

1
+$17.5M
2
+$17.3M
3
+$17.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$12.7M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$221K

Sector Composition

1 Healthcare 0.64%
2 Communication Services 0.5%
3 Consumer Discretionary 0.47%
4 Industrials 0.43%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-30
152
– –
-402
153
– –
-90
154
$0 ﹤0.01%
+30
155
– –
-15
156
– –
-832,508
157
– –
-8,252
158
– –
-4
159
$0 ﹤0.01%
+14
160
– –
-80
161
– –
-1,720
162
– –
-76
163
– –
-690
164
– –
-152
165
– –
-496
166
$0 ﹤0.01%
2
167
– –
-780
168
– –
-457
169
– –
-332
170
– –
-33
171
– –
-1
172
– –
-117
173
– –
-175
174
$0 ﹤0.01%
5
175
– –
0
4 5 6
7
8