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
$85.6M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.34M
3
+$2.94M
4
DOX icon
Amdocs
DOX
+$2.84M
5
AGN
Allergan Inc
AGN
+$2.78M

Top Sells

1
+$16.4M
2
+$3.76M
3
+$3.6M
4
CVI icon
CVR Energy
CVI
+$3.26M
5
DINO icon
HF Sinclair
DINO
+$3.16M

Sector Composition

1 Industrials 16.59%
2 Consumer Discretionary 11.27%
3 Healthcare 10.54%
4 Technology 10.07%
5 Energy 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.64M 7.75%
90,918
+35,819
2
$6.44M 7.52%
163,354
+163,288
3
$6.28M 7.33%
487,833
+188,982
4
$5.35M 6.24%
322,902
+322,774
5
$3.23M 3.77%
55,701
+1,913
6
$2.94M 3.43%
51,943
+51,940
7
$2.84M 3.32%
+61,166
8
$2.83M 3.3%
62,192
-12,156
9
$2.79M 3.26%
22,645
-5,520
10
$2.78M 3.25%
+22,437
11
$2.78M 3.24%
+22,216
12
$2.73M 3.18%
+2,212
13
$2.72M 3.17%
121,285
+120,285
14
$2.71M 3.16%
+58,164
15
$2.66M 3.11%
+127,406
16
$2.65M 3.1%
+61,126
17
$2.64M 3.09%
+54,906
18
$2.64M 3.09%
44,916
-15,550
19
$2.61M 3.05%
+70,798
20
$2.6M 3.04%
+76,189
21
$2.6M 3.03%
+99,650
22
$2.59M 3.03%
+80,585
23
$2.57M 3.01%
+28,941
24
$2.49M 2.91%
+47,176
25
$1.8M 2.1%
+77,313
1
2 3 4 5