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PFG

Piershale Financial Group Portfolio holdings

AUM $157M
1-Year Est. Return 7.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$27.6M
3
+$27.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$13M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$12.8M

Top Sells

1
+$18.8M
2
+$18.7M
3
+$18.7M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$14.8M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$14.4M

Sector Composition

1 Healthcare 0.6%
2 Consumer Discretionary 0.49%
3 Communication Services 0.45%
4 Industrials 0.44%
5 Technology 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-120
202
– –
-4,397
203
– –
-43
204
– –
-10
205
$0 ﹤0.01%
55
206
– –
-371,144
207
– –
-267,130
208
– –
-185,334
209
– –
-400
210
$0 ﹤0.01%
30
211
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-150
212
$0 ﹤0.01%
36
-1,112,244
213
– –
-1,109,817
214
$0 ﹤0.01%
14
215
$0 ﹤0.01%
106
216
$0 ﹤0.01%
2
217
– –
-76
218
– –
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219
$0 ﹤0.01%
5
220
$0 ﹤0.01%
5
221
– –
-672
222
$0 ﹤0.01%
64
223
$0 ﹤0.01%
60
224
$0 ﹤0.01%
58
225
$0 ﹤0.01%
30
6 7 8
9
10