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
$121M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$988K
3
+$221K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$158K
5
ABBV icon
AbbVie
ABBV
+$155K

Top Sells

1
+$37.6M
2
+$465K
3
+$87.8K
4
PG icon
Procter & Gamble
PG
+$14.4K

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.13%
3 Consumer Staples 1.04%
4 Healthcare 0.75%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.85K ﹤0.01%
+1,909
177
$4.81K ﹤0.01%
+48
178
$4.81K ﹤0.01%
+130
179
$4.79K ﹤0.01%
+45
180
$4.77K ﹤0.01%
+100
181
$4.75K ﹤0.01%
+50
182
$4.72K ﹤0.01%
+40
183
$4.68K ﹤0.01%
+151
184
$4.66K ﹤0.01%
+40
185
$4.63K ﹤0.01%
+100
186
$4.57K ﹤0.01%
+38
187
$4.54K ﹤0.01%
+290
188
$4.44K ﹤0.01%
+50
189
$4.43K ﹤0.01%
+200
190
$4.41K ﹤0.01%
+70
191
$4.37K ﹤0.01%
+50
192
$4.35K ﹤0.01%
+52
193
$4.33K ﹤0.01%
+15
194
$4.21K ﹤0.01%
+56
195
$4.16K ﹤0.01%
+76
196
$4.08K ﹤0.01%
+100
197
$4.03K ﹤0.01%
+114
198
$3.97K ﹤0.01%
+15
199
$3.91K ﹤0.01%
+100
200
$3.85K ﹤0.01%
+160
6 7
8
9 10