PFG
Piershale Financial Group Portfolio holdings
AUM
$157M
1-Year Return
7.08%
This Quarter Return
+3.61%
1 Year Return
+7.08%
3 Year Return
+81.99%
5 Year Return
+142.21%
10 Year Return
+327.64%
AUM
$170M
AUM Growth
+$4.94M
(+3%)
Cap. Flow
+$4.96M
Cap. Flow
% of AUM
2.93%
Top 10 Holdings %
Top 10 Hldgs %
97.82%
Holding
233
New
18
Increased
43
Reduced
18
Closed
79
Top Buys
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$28.1M |
| 2 |
iShares MBS ETF
MBB
|
$27.3M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$27.1M |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
$13M |
| 5 |
Invesco QQQ Trust
QQQ
|
$12.8M |
Sector Composition
| 1 | Healthcare | 0.5% |
| 2 | Communication Services | 0.45% |
| 3 | Industrials | 0.41% |
| 4 | Consumer Discretionary | 0.38% |
| 5 | Consumer Staples | 0.33% |
