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
$127M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1 +$5.71M
2 +$600K
3 +$55.2K
4
NCLH icon
Norwegian Cruise Line
NCLH
+$44.5K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$30.9K

Top Sells

1 +$988K
2 +$43.1K
3 +$21.2K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$19.8K
5
SDOW icon
ProShares UltraPro Short Dow 30
SDOW
+$11.9K

Sector Composition

1 Technology 2.21%
2 Consumer Discretionary 1.15%
3 Consumer Staples 0.98%
4 Healthcare 0.68%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LTHM
151
DELISTED
Livent Corporation
LTHM
$5.78K ﹤0.01%
266
DVN icon
152
Devon Energy
DVN
$23.6B
$5.75K ﹤0.01%
114
+3
IEF icon
153
iShares 7-10 Year Treasury Bond ETF
IEF
$44.7B
$5.75K ﹤0.01%
58
-18
CAT icon
154
Caterpillar
CAT
$279B
$5.72K ﹤0.01%
25
DOC icon
155
Healthpeak Properties
DOC
$11.6B
$5.69K ﹤0.01%
259
XLP icon
156
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$5.6K ﹤0.01%
75
ETSY icon
157
Etsy
ETSY
$5.36B
$5.57K ﹤0.01%
50
PPL icon
158
PPL Corp
PPL
$25.1B
$5.56K ﹤0.01%
200
GOVI icon
159
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$903M
$5.48K ﹤0.01%
183
-50
XYZ
160
Block Inc
XYZ
$37.1B
$5.42K ﹤0.01%
79
PFXF icon
161
VanEck Preferred Securities ex Financials ETF
PFXF
$2.01B
$5.29K ﹤0.01%
300
KMI icon
162
Kinder Morgan
KMI
$60.7B
$5.25K ﹤0.01%
300
NEE icon
163
NextEra Energy
NEE
$168B
$5.16K ﹤0.01%
67
SCHH icon
164
Schwab US REIT ETF
SCHH
$8.34B
$5.15K ﹤0.01%
264
VTV icon
165
Vanguard Value ETF
VTV
$155B
$5.11K ﹤0.01%
37
BIP icon
166
Brookfield Infrastructure Partners
BIP
$16.3B
$5.1K ﹤0.01%
151
CF icon
167
CF Industries
CF
$12.1B
$5.07K ﹤0.01%
70
TGNA icon
168
TEGNA Inc
TGNA
$3.13B
$5.07K ﹤0.01%
300
QQEW icon
169
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.9B
$5.03K ﹤0.01%
50
BSX icon
170
Boston Scientific
BSX
$139B
$5K ﹤0.01%
100
IYK icon
171
iShares US Consumer Staples ETF
IYK
$1.27B
$4.98K ﹤0.01%
75
BWA icon
172
BorgWarner
BWA
$8.96B
$4.91K ﹤0.01%
114
UHT
173
Universal Health Realty Income Trust
UHT
$562M
$4.81K ﹤0.01%
100
LLY icon
174
Eli Lilly
LLY
$893B
$4.81K ﹤0.01%
14
+7
VRTX icon
175
Vertex Pharmaceuticals
VRTX
$112B
$4.73K ﹤0.01%
15