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
$165M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$27.3M
3
+$27.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$13M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$12.7M

Top Sells

1
+$18.8M
2
+$18.7M
3
+$18.7M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$14.4M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$14M

Sector Composition

1 Healthcare 0.6%
2 Consumer Discretionary 0.49%
3 Communication Services 0.45%
4 Industrials 0.44%
5 Technology 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
48
152
$4K ﹤0.01%
400
153
$4K ﹤0.01%
+43
154
$4K ﹤0.01%
+63
155
$4K ﹤0.01%
+66
156
$4K ﹤0.01%
55
157
$4K ﹤0.01%
291
158
$4K ﹤0.01%
300
159
$4K ﹤0.01%
250
160
$3K ﹤0.01%
50
161
$3K ﹤0.01%
+85
162
$3K ﹤0.01%
62
163
$3K ﹤0.01%
109
+1
164
$3K ﹤0.01%
+212
165
$3K ﹤0.01%
+136
166
$3K ﹤0.01%
+13
167
$3K ﹤0.01%
506
+2
168
$3K ﹤0.01%
100
169
$2K ﹤0.01%
250
170
$2K ﹤0.01%
100
171
$2K ﹤0.01%
145
172
$2K ﹤0.01%
125
+1
173
$2K ﹤0.01%
+42
174
$2K ﹤0.01%
+48
175
$2K ﹤0.01%
250
5 6
7
8 9