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
$85.6M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.34M
3
+$2.94M
4
DOX icon
Amdocs
DOX
+$2.84M
5
AGN
Allergan Inc
AGN
+$2.78M

Top Sells

1
+$16.4M
2
+$3.76M
3
+$3.6M
4
CVI icon
CVR Energy
CVI
+$3.26M
5
DINO icon
HF Sinclair
DINO
+$3.16M

Sector Composition

1 Industrials 16.59%
2 Consumer Discretionary 11.27%
3 Healthcare 10.54%
4 Technology 10.07%
5 Energy 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$0 ﹤0.01%
79
-79
202
– –
-62,702
203
– –
-178,607
204
$0 ﹤0.01%
555
-555
205
– –
-25
206
– –
-24
207
$0 ﹤0.01%
+6
208
$0 ﹤0.01%
105
-105
209
$0 ﹤0.01%
108
-108
210
– –
0
211
$0 ﹤0.01%
38
-38
212
$0 ﹤0.01%
2
5 6 7 8
9