PFG
Piershale Financial Group Portfolio holdings
AUM
$157M
This Quarter Return
+3.78%
1 Year Return
+7.08%
3 Year Return
+81.99%
5 Year Return
+142.21%
10 Year Return
+327.64%
AUM
$177M
AUM Growth
+$177M
(+14%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
10.82%
Top 10 Holdings %
Top 10 Hldgs %
78.37%
Holding
34
New
12
Increased
5
Reduced
4
Closed
10
Top Buys
| 1 |
Schwab US REIT ETF
SCHH
|
$24.6M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$13.1M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$13M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$13M |
| 5 |
Schwab International Equity ETF
SCHF
|
$12.9M |
Top Sells
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
$22.3M |
| 2 |
Invesco Fundamental High Yield Corporate Bond ETF
PHB
|
$16.4M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$16M |
| 4 |
Invesco Senior Loan ETF
BKLN
|
$16M |
| 5 |
VanEck High Yield Muni ETF
HYD
|
$10.9M |
Sector Composition
| 1 | Communication Services | 0.36% |
| 2 | Healthcare | 0.29% |
| 3 | Industrials | 0.19% |
| 4 | Consumer Discretionary | 0.19% |
| 5 | Technology | 0.15% |
