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
$154M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$16M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.85M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.64M

Top Sells

1
+$14.8M
2
+$6.06M
3
+$5.97M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$5.92M
5
WBA
Walgreens Boots Alliance
WBA
+$413K

Sector Composition

1 Industrials 3.08%
2 Technology 2.94%
3 Financials 2.79%
4 Energy 2.43%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 10.59%
263,870
+19,275
2
$16.2M 10.52%
+148,022
3
$16M 10.43%
+145,399
4
$14.2M 9.25%
2,198,392
+1,212,136
5
$14.2M 9.21%
137,222
+73,348
6
$14.1M 9.16%
1,723,590
+934,902
7
$13.8M 8.98%
+974,880
8
$13.8M 8.98%
938,991
+494,547
9
$2.47M 1.61%
97,310
+5,786
10
$2.29M 1.49%
12,399
+902
11
$2.27M 1.48%
56,161
+4,037
12
$2.27M 1.47%
36,189
+2,571
13
$2.21M 1.43%
25,692
+1,862
14
$2.19M 1.42%
60,289
+4,533
15
$2.08M 1.35%
52,260
+3,740
16
$2.08M 1.35%
15,967
+1,141
17
$2.02M 1.32%
14,046
+260
18
$1.97M 1.28%
44,559
+3,180
19
$1.95M 1.27%
125,722
+9,821
20
$1.92M 1.25%
38,440
+3,029
21
$1.85M 1.2%
44,794
+3,675
22
$1.75M 1.14%
15,647
+400
23
$1.75M 1.14%
25,370
+1,671
24
$311K 0.2%
4,754
+2
25
$249K 0.16%
4,667
1
2 3 4 5