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
$126M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$17M
2 +$16.7M
3 +$16.4M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$12.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$11.9M

Top Sells

1 +$20.9M
2 +$16.7M
3 +$16.2M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$16M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$14.2M

Sector Composition

1 Healthcare 1.12%
2 Communication Services 0.5%
3 Industrials 0.43%
4 Technology 0.42%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$0 ﹤0.01%
38
202
$0 ﹤0.01%
2