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
$125M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$6.31M
3
+$6.06M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.97M
5
T icon
AT&T
T
+$1.98M

Top Sells

1
+$13.8M
2
+$6.49M
3
+$6.29M
4
AGN
Allergan Inc
AGN
+$2.55M
5
NBR icon
Nabors Industries
NBR
+$2.35M

Sector Composition

1 Industrials 3.42%
2 Technology 3.31%
3 Energy 3.1%
4 Financials 3.01%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$0 ﹤0.01%
1
-1
202
– –
-88
203
– –
-2,000
204
– –
-18
205
– –
-134
206
$0 ﹤0.01%
2
207
– –
-2,000
208
– –
-105
209
$0 ﹤0.01%
117
210
– –
-2,000
211
– –
0
212
– –
-43
213
– –
-91,910
214
$0 ﹤0.01%
+5
215
$0 ﹤0.01%
79
216
$0 ﹤0.01%
+5
217
– –
-46
218
– –
-33,422
219
– –
-10
220
$0 ﹤0.01%
82
221
– –
-1,000
222
– –
0
223
– –
0
224
– –
-8
225
$0 ﹤0.01%
555
6 7 8
9
10