PFG
Piershale Financial Group Portfolio holdings
AUM
$157M
1-Year Return
7.08%
This Quarter Return
-1.59%
1 Year Return
+7.08%
3 Year Return
+81.99%
5 Year Return
+142.21%
10 Year Return
+327.64%
AUM
$125M
AUM Growth
+$2.54M
(+2.1%)
Cap. Flow
+$3.61M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
70.08%
Holding
240
New
46
Increased
29
Reduced
19
Closed
77
Top Buys
| 1 |
Invesco Preferred ETF
PGX
|
$14.8M |
| 2 |
Invesco QQQ Trust
QQQ
|
$6.31M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$6.06M |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$5.97M |
| 5 |
AT&T
T
|
$1.98M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$13.8M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$6.49M |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$6.29M |
| 4 |
AGN
ALLERGAN INC
AGN
|
$2.55M |
| 5 |
Nabors Industries
NBR
|
$2.35M |
Sector Composition
| 1 | Industrials | 3.42% |
| 2 | Technology | 3.31% |
| 3 | Energy | 3.1% |
| 4 | Financials | 3.01% |
| 5 | Healthcare | 2.51% |
