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
$157M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$16M
3 +$6.62M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$6.39M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.25M

Sector Composition

1 Technology 1.92%
2 Consumer Discretionary 1.01%
3 Consumer Staples 0.77%
4 Healthcare 0.54%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHW icon
201
Charles Schwab
SCHW
$165B
$2.98K ﹤0.01%
53
+1
BITO icon
202
ProShares Bitcoin Strategy ETF
BITO
$2.1B
$2.97K ﹤0.01%
175
SAVE
203
DELISTED
Spirit Airlines, Inc.
SAVE
$2.85K ﹤0.01%
166
MTB icon
204
M&T Bank
MTB
$29.3B
$2.85K ﹤0.01%
23
UEC icon
205
Uranium Energy
UEC
$5.69B
$2.72K ﹤0.01%
800
TAK icon
206
Takeda Pharmaceutical
TAK
$45.7B
$2.72K ﹤0.01%
+173
GBDC icon
207
Golub Capital BDC
GBDC
$3.69B
$2.7K ﹤0.01%
200
KD icon
208
Kyndryl
KD
$5.92B
$2.66K ﹤0.01%
200
PINS icon
209
Pinterest
PINS
$18.1B
$2.6K ﹤0.01%
95
STEM icon
210
Stem
STEM
$140M
$2.57K ﹤0.01%
23
QRVO icon
211
Qorvo
QRVO
$7.92B
$2.55K ﹤0.01%
25
UAN icon
212
CVR Partners
UAN
$1.01B
$2.52K ﹤0.01%
31
+3
GM icon
213
General Motors
GM
$68.1B
$2.51K ﹤0.01%
65
SOFI icon
214
SoFi Technologies
SOFI
$35B
$2.5K ﹤0.01%
300
AMKR icon
215
Amkor Technology
AMKR
$9.33B
$2.47K ﹤0.01%
83
AUGX
216
DELISTED
Augmedix, Inc. Common Stock
AUGX
$2.4K ﹤0.01%
+500
NWL icon
217
Newell Brands
NWL
$1.6B
$2.17K ﹤0.01%
250
SYNA icon
218
Synaptics
SYNA
$2.62B
$2.13K ﹤0.01%
25
DTM icon
219
DT Midstream
DTM
$12.3B
$2.13K ﹤0.01%
43
CX icon
220
Cemex
CX
$15.4B
$2.12K ﹤0.01%
300
NUVA
221
DELISTED
NuVasive, Inc.
NUVA
$2.08K ﹤0.01%
50
DOW icon
222
Dow Inc
DOW
$17B
$2.04K ﹤0.01%
38
PLL
223
DELISTED
Piedmont Lithium
PLL
$1.96K ﹤0.01%
34
LEV
224
DELISTED
The Lion Electric Company
LEV
$1.85K ﹤0.01%
1,000
NIO icon
225
NIO
NIO
$13B
$1.74K ﹤0.01%
180