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
$127M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$600K
3
+$55.2K
4
NCLH icon
Norwegian Cruise Line
NCLH
+$44.5K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$30.9K

Top Sells

1
+$988K
2
+$43.1K
3
+$21.2K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$19.8K
5
SDOW icon
ProShares UltraPro Short Dow 30
SDOW
+$11.9K

Sector Composition

1 Technology 2.21%
2 Consumer Discretionary 1.15%
3 Consumer Staples 0.98%
4 Healthcare 0.68%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLG
201
Flagstar Bank National Association
FLG
$5.35B
$3.77K ﹤0.01%
139
+1
TWNK
202
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
$3.73K ﹤0.01%
150
CRON
203
Cronos Group
CRON
$946M
$3.7K ﹤0.01%
1,909
DINO icon
204
HF Sinclair
DINO
$9.09B
$3.63K ﹤0.01%
75
-50
EQIX icon
205
Equinix
EQIX
$72.7B
$3.6K ﹤0.01%
5
-15
LEG icon
206
Leggett & Platt
LEG
$1.49B
$3.6K ﹤0.01%
113
ET icon
207
Energy Transfer Partners
ET
$57.7B
$3.59K ﹤0.01%
288
JNPR
208
DELISTED
Juniper Networks
JNPR
$3.44K ﹤0.01%
100
CMG icon
209
Chipotle Mexican Grill
CMG
$44.4B
$3.42K ﹤0.01%
100
PLOW icon
210
Douglas Dynamics
PLOW
$740M
$3.19K ﹤0.01%
100
BZH icon
211
Beazer Homes USA
BZH
$662M
$3.18K ﹤0.01%
200
ENPH icon
212
Enphase Energy
ENPH
$4.09B
$3.15K ﹤0.01%
15
LNG icon
213
Cheniere Energy
LNG
$43.2B
$3.15K ﹤0.01%
20
NWL icon
214
Newell Brands
NWL
$1.52B
$3.11K ﹤0.01%
250
BITO icon
215
ProShares Bitcoin Strategy ETF
BITO
$2.38B
$3.07K ﹤0.01%
175
KD icon
216
Kyndryl
KD
$5.94B
$2.95K ﹤0.01%
200
MRC
217
DELISTED
MRC Global
MRC
$2.92K ﹤0.01%
300
SAVE
218
DELISTED
Spirit Airlines, Inc.
SAVE
$2.85K ﹤0.01%
166
SYNA icon
219
Synaptics
SYNA
$3.04B
$2.78K ﹤0.01%
25
MTB icon
220
M&T Bank
MTB
$30.1B
$2.75K ﹤0.01%
23
SCHW icon
221
Charles Schwab
SCHW
$168B
$2.74K ﹤0.01%
52
GBDC icon
222
Golub Capital BDC
GBDC
$3.77B
$2.71K ﹤0.01%
+200
MPC icon
223
Marathon Petroleum
MPC
$57B
$2.7K ﹤0.01%
20
-20
HMC icon
224
Honda
HMC
$38.1B
$2.65K ﹤0.01%
100
PINS icon
225
Pinterest
PINS
$18.3B
$2.59K ﹤0.01%
95
7 8
9
10 11