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
$68.9M
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$7.39M
2 +$3.26M
3 +$3.25M
4
AMGN icon
Amgen
AMGN
+$3.21M
5
DINO icon
HF Sinclair
DINO
+$3.16M

Top Sells

1 +$9.58M
2 +$9.12M
3 +$8.96M
4
ROST icon
Ross Stores
ROST
+$7.25M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.43M

Sector Composition

1 Energy 14.39%
2 Industrials 9.54%
3 Healthcare 5.87%
4 Consumer Staples 4.54%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$0 ﹤0.01%
2