PFG
Piershale Financial Group Portfolio holdings
AUM
$157M
1-Year Return
7.08%
This Quarter Return
+11.57%
1 Year Return
+7.08%
3 Year Return
+81.99%
5 Year Return
+142.21%
10 Year Return
+327.64%
AUM
$85.6M
AUM Growth
+$16.7M
(+24%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
18.19%
Top 10 Holdings %
Top 10 Hldgs %
49.19%
Holding
214
New
47
Increased
23
Reduced
18
Closed
41
Top Buys
| 1 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
$6.44M |
| 2 |
Schwab US REIT ETF
SCHH
|
$5.34M |
| 3 |
Edison International
EIX
|
$2.94M |
| 4 |
Amdocs
DOX
|
$2.84M |
| 5 |
AGN
ALLERGAN INC
AGN
|
$2.78M |
Top Sells
| 1 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
$16.4M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$3.76M |
| 3 |
Schwab International Equity ETF
SCHF
|
$3.6M |
| 4 |
CVR Energy
CVI
|
$3.26M |
| 5 |
HF Sinclair
DINO
|
$3.16M |
Sector Composition
| 1 | Industrials | 16.59% |
| 2 | Consumer Discretionary | 11.27% |
| 3 | Healthcare | 10.54% |
| 4 | Technology | 10.07% |
| 5 | Energy | 6.77% |
