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
$121M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$988K
3
+$221K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$158K
5
ABBV icon
AbbVie
ABBV
+$155K

Top Sells

1
+$37.6M
2
+$465K
3
+$87.8K
4
PG icon
Procter & Gamble
PG
+$14.4K

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.13%
3 Consumer Staples 1.04%
4 Healthcare 0.75%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.83K ﹤0.01%
+168
202
$3.77K ﹤0.01%
+62
203
$3.72K ﹤0.01%
+50
204
$3.64K ﹤0.01%
+212
205
$3.64K ﹤0.01%
+113
206
$3.62K ﹤0.01%
+100
207
$3.58K ﹤0.01%
+55
208
$3.56K ﹤0.01%
+25
209
$3.56K ﹤0.01%
+138
210
$3.51K ﹤0.01%
+100
211
$3.47K ﹤0.01%
+300
212
$3.42K ﹤0.01%
+288
213
$3.37K ﹤0.01%
+150
214
$3.34K ﹤0.01%
+23
215
$3.27K ﹤0.01%
+250
216
$3.23K ﹤0.01%
+166
217
$3.2K ﹤0.01%
+100
218
$3.12K ﹤0.01%
+50
219
$3.1K ﹤0.01%
+800
220
$3.08K ﹤0.01%
+100
221
$3K ﹤0.01%
+8
222
$3K ﹤0.01%
+20
223
$2.99K ﹤0.01%
+50
224
$2.97K ﹤0.01%
+120
225
$2.96K ﹤0.01%
+265
7 8
9
10 11