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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
$163M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$16.1M
3
+$13.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$11.9M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$11.1M

Top Sells

1
+$28.5M
2
+$17.4M
3
+$17.2M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$11.5M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$10.8M

Sector Composition

1 Communication Services 0.42%
2 Healthcare 0.31%
3 Consumer Discretionary 0.18%
4 Technology 0.18%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
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