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
$127M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1 +$5.71M
2 +$600K
3 +$55.2K
4
NCLH icon
Norwegian Cruise Line
NCLH
+$44.5K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$30.9K

Top Sells

1 +$988K
2 +$43.1K
3 +$21.2K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$19.8K
5
SDOW icon
ProShares UltraPro Short Dow 30
SDOW
+$11.9K

Sector Composition

1 Technology 2.21%
2 Consumer Discretionary 1.15%
3 Consumer Staples 0.98%
4 Healthcare 0.68%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DLR icon
176
Digital Realty Trust
DLR
$55.9B
$4.72K ﹤0.01%
48
TSM icon
177
TSMC
TSM
$1.57T
$4.65K ﹤0.01%
50
NOC icon
178
Northrop Grumman
NOC
$78.6B
$4.62K ﹤0.01%
10
+5
SWK icon
179
Stanley Black & Decker
SWK
$11.1B
$4.51K ﹤0.01%
56
PFE icon
180
Pfizer
PFE
$144B
$4.51K ﹤0.01%
110
+1
SSRM icon
181
SSR Mining
SSRM
$4.34B
$4.38K ﹤0.01%
290
OXY icon
182
Occidental Petroleum
OXY
$40.9B
$4.37K ﹤0.01%
70
CNR
183
Core Natural Resources Inc
CNR
$4.27B
$4.37K ﹤0.01%
75
+20
MGPI icon
184
MGP Ingredients
MGPI
$519M
$4.35K ﹤0.01%
45
JEPI icon
185
JPMorgan Equity Premium Income ETF
JEPI
$41B
$4.28K ﹤0.01%
78
+2
MCK icon
186
McKesson
MCK
$98.1B
$4.27K ﹤0.01%
12
+4
MRK icon
187
Merck
MRK
$240B
$4.26K ﹤0.01%
40
+20
EBF icon
188
Ennis
EBF
$453M
$4.22K ﹤0.01%
200
EPD icon
189
Enterprise Products Partners
EPD
$69.9B
$4.19K ﹤0.01%
162
+2
XLE icon
190
State Street Energy Select Sector SPDR ETF
XLE
$13.8B
$4.14K ﹤0.01%
50
EQC
191
DELISTED
Equity Commonwealth
EQC
$4.14K ﹤0.01%
200
BGS icon
192
B&G Foods
BGS
$371M
$4.12K ﹤0.01%
265
PXD
193
DELISTED
Pioneer Natural Resource Co.
PXD
$4.08K ﹤0.01%
+20
KMX icon
194
CarMax
KMX
$5.73B
$3.98K ﹤0.01%
62
HES
195
DELISTED
Hess
HES
$3.97K ﹤0.01%
30
+10
COP icon
196
ConocoPhillips
COP
$115B
$3.97K ﹤0.01%
40
SCHZ icon
197
Schwab US Aggregate Bond ETF
SCHZ
$9.35B
$3.94K ﹤0.01%
168
B
198
Barrick Mining
B
$69B
$3.94K ﹤0.01%
212
ENB icon
199
Enbridge
ENB
$104B
$3.81K ﹤0.01%
100
UBER icon
200
Uber
UBER
$185B
$3.8K ﹤0.01%
120