We are live on ! Find out more
PFG

Piershale Financial Group Portfolio holdings

AUM $157M
1-Year Est. Return 7.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.7M
3
+$16.5M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$12M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$11.9M

Top Sells

1
+$16.4M
2
+$16.2M
3
+$16M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$14.4M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$14.2M

Sector Composition

1 Healthcare 1.12%
2 Communication Services 0.5%
3 Industrials 0.43%
4 Technology 0.42%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-500
177
$0 ﹤0.01%
2
178
– –
-422
179
$0 ﹤0.01%
33
180
$0 ﹤0.01%
1
181
– –
-2
182
$0 ﹤0.01%
117
183
– –
-52
184
– –
-200
185
$0 ﹤0.01%
5
186
$0 ﹤0.01%
79
187
$0 ﹤0.01%
5
188
$0 ﹤0.01%
82
189
$0 ﹤0.01%
+60
190
$0 ﹤0.01%
430
191
$0 ﹤0.01%
108
192
– –
-44,794
193
– –
-692
194
$0 ﹤0.01%
38
195
$0 ﹤0.01%
2
196
– –
-150
197
$0 ﹤0.01%
90
-2,300
198
– –
-22
199
$0 ﹤0.01%
555
200
– –
-36,189
5 6 7
8
9