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
$122M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.8M
3
+$13.8M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.66M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$6.58M

Top Sells

1
+$6.64M
2
+$6.44M
3
+$2.79M
4
AVT icon
Avnet
AVT
+$2.71M
5
OSK icon
Oshkosh
OSK
+$2.64M

Sector Composition

1 Industrials 5.15%
2 Healthcare 4.56%
3 Energy 4.06%
4 Technology 3.67%
5 Utilities 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 11.37%
+476,637
2
$13.8M 11.31%
+229,343
3
$13.8M 11.25%
+115,354
4
$6.67M 5.46%
377,388
+54,486
5
$6.67M 5.46%
467,493
+466,425
6
$6.58M 5.38%
+75,133
7
$6.57M 5.37%
+103,474
8
$6.5M 5.31%
+832,290
9
$6.49M 5.31%
483,957
-3,876
10
$6.29M 5.14%
+108,962
11
$2.55M 2.08%
15,056
-7,381
12
$2.35M 1.92%
1,598
-614
13
$2.2M 1.8%
88,418
-32,867
14
$2.19M 1.79%
91,910
-35,496
15
$2.13M 1.74%
54,791
-21,398
16
$2.13M 1.74%
39,492
-15,414
17
$2.06M 1.68%
33,422
-22,279
18
$2.04M 1.67%
20,914
-8,027
19
$2.04M 1.67%
35,091
-16,852
20
$2.01M 1.64%
42,257
-19,935
21
$1.91M 1.56%
15,065
-7,151
22
$1.9M 1.55%
40,929
-20,237
23
$1.87M 1.53%
58,207
-22,378
24
$1.81M 1.48%
34,200
-12,976
25
$1.77M 1.45%
51,307
-19,491
1
2 3 4 5