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
$125M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$6.31M
3
+$6.06M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.97M
5
T icon
AT&T
T
+$1.98M

Top Sells

1
+$13.8M
2
+$6.49M
3
+$6.29M
4
AGN
Allergan Inc
AGN
+$2.55M
5
NBR icon
Nabors Industries
NBR
+$2.35M

Sector Composition

1 Industrials 3.42%
2 Technology 3.31%
3 Energy 3.1%
4 Financials 3.01%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 12.05%
244,595
+15,252
2
$14.8M 11.89%
+1,026,246
3
$14.8M 11.83%
518,963
+42,326
4
$6.32M 5.06%
444,444
-23,049
5
$6.31M 5.06%
+63,874
6
$6.18M 4.95%
788,688
-43,602
7
$6.06M 4.86%
70,450
-4,683
8
$6.06M 4.86%
+986,256
9
$5.97M 4.78%
+235,076
10
$5.92M 4.74%
347,722
-29,666
11
$5.84M 4.68%
97,134
-6,340
12
$2.44M 1.95%
91,524
+74,552
13
$1.94M 1.56%
55,756
+55,742
14
$1.91M 1.53%
+11,497
15
$1.9M 1.52%
+33,618
16
$1.89M 1.51%
48,520
+48,518
17
$1.89M 1.51%
14,826
+14,726
18
$1.87M 1.5%
+23,830
19
$1.86M 1.49%
+52,124
20
$1.84M 1.47%
+41,379
21
$1.82M 1.46%
+13,786
22
$1.82M 1.46%
15,247
+15,239
23
$1.81M 1.45%
+23,699
24
$1.79M 1.44%
+35,411
25
$1.75M 1.4%
+41,119
1
2 3 4 5