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
$187M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$967K
3
+$3.95K
4
GIS icon
General Mills
GIS
+$2.46K
5
PG icon
Procter & Gamble
PG
+$624

Top Sells

1
+$4.73M
2
+$4.58M
3
+$4.5M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.17M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$3.61M

Sector Composition

1 Technology 0.3%
2 Communication Services 0.28%
3 Consumer Staples 0.26%
4 Consumer Discretionary 0.25%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.9M 23.41%
3,428,526
-369,372
2
$42.4M 22.6%
148,573
-16,071
3
$26.6M 14.19%
705,436
+25,656
4
$18M 9.59%
84,514
-21,178
5
$17.8M 9.49%
1,531,264
-358,872
6
$17.3M 9.24%
+864,135
7
$16.2M 8.64%
704,434
-156,998
8
$842K 0.45%
6,579
-721
9
$820K 0.44%
23,774
-2,458
10
$820K 0.44%
27,727
-2,712
11
$521K 0.28%
17,657
+134
12
$472K 0.25%
2,163
-87
13
$435K 0.23%
2,419
14
$390K 0.21%
4,485
+2
15
$264K 0.14%
4,930
+46
16
$261K 0.14%
3,548
-1,992
17
$246K 0.13%
5,131
-687
18
$215K 0.11%
1,723
+5
19
$61K 0.03%
10,000