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
$131M
AUM Growth
-$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.7M
3
+$18.7M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.15M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.11M

Top Sells

1
+$17.5M
2
+$17.3M
3
+$17.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$12.7M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$221K

Sector Composition

1 Healthcare 0.64%
2 Communication Services 0.5%
3 Consumer Discretionary 0.47%
4 Industrials 0.43%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 14.32%
+221,444
2
$18.7M 14.25%
+371,144
3
$18.7M 14.21%
+185,334
4
$14.6M 11.1%
371,332
+80,204
5
$14.4M 10.96%
1,109,817
+239,568
6
$14.1M 10.75%
1,112,280
+213,772
7
$14M 10.65%
267,130
+58,804
8
$13.6M 10.37%
101,754
+16,627
9
$489K 0.37%
19,855
-948
10
$312K 0.24%
3,756
-1,844
11
$257K 0.2%
2,224
+111
12
$243K 0.18%
4,667
13
$236K 0.18%
4,198
+31
14
$197K 0.15%
+4,397
15
$191K 0.15%
2,319
16
$145K 0.11%
1,046
17
$114K 0.09%
4,140
-1,744
18
$97K 0.07%
1,300
-499
19
$96K 0.07%
+2,923
20
$94K 0.07%
993
+5
21
$92K 0.07%
+2,923
22
$90K 0.07%
2,073
23
$85K 0.06%
700
-243
24
$71K 0.05%
+1,500
25
$71K 0.05%
+3,276
1
2 3 4 5