PFG
Piershale Financial Group Portfolio holdings
AUM
$157M
1-Year Return
7.08%
This Quarter Return
+6.04%
1 Year Return
+7.08%
3 Year Return
+81.99%
5 Year Return
+142.21%
10 Year Return
+327.64%
AUM
$68.9M
AUM Growth
-$41.5M
(-38%)
Cap. Flow
-$48.1M
Cap. Flow
% of AUM
-69.77%
Top 10 Holdings %
Top 10 Hldgs %
68.91%
Holding
176
New
40
Increased
22
Reduced
26
Closed
21
Top Buys
| 1 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
$7.39M |
| 2 |
CVR Energy
CVI
|
$3.26M |
| 3 |
Enbridge
ENB
|
$3.25M |
| 4 |
Amgen
AMGN
|
$3.21M |
| 5 |
HF Sinclair
DINO
|
$3.16M |
Top Sells
Sector Composition
| 1 | Energy | 14.39% |
| 2 | Industrials | 9.54% |
| 3 | Healthcare | 5.87% |
| 4 | Consumer Staples | 4.54% |
| 5 | Consumer Discretionary | 4.54% |