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
$121M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$988K
3
+$221K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$158K
5
ABBV icon
AbbVie
ABBV
+$155K

Top Sells

1
+$37.6M
2
+$465K
3
+$87.8K
4
PG icon
Procter & Gamble
PG
+$14.4K

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.13%
3 Consumer Staples 1.04%
4 Healthcare 0.75%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.36K 0.01%
+300
152
$6.29K 0.01%
+200
153
$6.12K 0.01%
+526
154
$5.99K 0.01%
+25
155
$5.99K 0.01%
+50
156
$5.96K ﹤0.01%
+70
157
$5.96K ﹤0.01%
+100
158
$5.88K ﹤0.01%
+80
159
$5.84K ﹤0.01%
+200
160
$5.6K ﹤0.01%
+109
161
$5.6K ﹤0.01%
+67
162
$5.59K ﹤0.01%
+75
163
$5.42K ﹤0.01%
+300
164
$5.29K ﹤0.01%
+200
165
$5.29K ﹤0.01%
+266
166
$5.22K ﹤0.01%
+100
167
$5.19K ﹤0.01%
+37
168
$5.11K ﹤0.01%
+98
169
$5.09K ﹤0.01%
+264
170
$5.08K ﹤0.01%
+6
171
$5.07K ﹤0.01%
+75
172
$5.01K ﹤0.01%
+300
173
$4.99K ﹤0.01%
+200
174
$4.96K ﹤0.01%
+79
175
$4.95K ﹤0.01%
+136
5 6
7
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