PFG
Piershale Financial Group Portfolio holdings
AUM
$157M
1-Year Return
7.08%
This Quarter Return
+1.06%
1 Year Return
+7.08%
3 Year Return
+81.99%
5 Year Return
+142.21%
10 Year Return
+327.64%
AUM
$127M
AUM Growth
+$6.25M
(+5.2%)
Cap. Flow
+$5.36M
Cap. Flow
% of AUM
4.23%
Top 10 Holdings %
Top 10 Hldgs %
96.34%
Holding
314
New
15
Increased
61
Reduced
21
Closed
16
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$5.71M |
| 2 |
Apple
AAPL
|
$600K |
| 3 |
Direxion Daily Semiconductor Bear 3X Shares
SOXS
|
$55.2K |
| 4 |
Norwegian Cruise Line
NCLH
|
$44.5K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$30.9K |
Top Sells
| 1 |
Cognizant
CTSH
|
$988K |
| 2 |
Target
TGT
|
$43.1K |
| 3 |
iShares S&P GSCI Commodity-Indexed Trust
GSG
|
$21.2K |
| 4 |
VanEck Gold Miners ETF
GDX
|
$19.8K |
| 5 |
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% |
