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
$110M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$9.16M
3
+$8.96M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$8.83M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.47M

Top Sells

1
+$3.05M
2
+$2.96M
3
+$2.81M
4
CIEN icon
Ciena
CIEN
+$1.03M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$321K

Sector Composition

1 Consumer Discretionary 11.57%
2 Consumer Staples 6.28%
3 Healthcare 3.68%
4 Technology 3.43%
5 Materials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.51M 8.61%
+325,784
2
$9.16M 8.3%
+335,209
3
$9.12M 8.26%
360,852
+349,346
4
$8.96M 8.12%
+476,183
5
$6.33M 5.74%
174,028
+87,978
6
$5.47M 4.96%
+222,666
7
$4.6M 4.17%
302,556
+8,146
8
$4.5M 4.07%
68,970
-4,929
9
$4.49M 4.07%
372,204
-25,644
10
$4.47M 4.05%
+119,958
11
$4.26M 3.86%
+369,102
12
$3.64M 3.3%
+127,325
13
$3.53M 3.2%
61,754
+2,559
14
$3.42M 3.1%
136,895
-41,154
15
$3.42M 3.1%
121,330
+4,980
16
$3.35M 3.03%
46,707
+1,968
17
$3.26M 2.95%
42,693
+1,686
18
$3.25M 2.94%
106,676
+4,660
19
$3.19M 2.89%
60,620
+1,792
20
$3.18M 2.88%
+44,119
21
$2.92M 2.65%
120,136
-8,124
22
$2.66M 2.41%
+35,310
23
$660K 0.6%
25,837
-270
24
$217K 0.2%
4,853
+142
25
$190K 0.17%
4,667
1
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