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
$132M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$17.4M
3
+$6.44M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$6.14M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.25M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$11.8M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$8.14M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$606K

Sector Composition

1 Healthcare 0.68%
2 Communication Services 0.6%
3 Technology 0.5%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$0 ﹤0.01%
5
177
$0 ﹤0.01%
5
178
– –
-60
179
– –
-44
180
– –
-58
181
– –
-30
182
– –
-1,500
4 5 6 7
8