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
$83.3M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$81M
2
+$11.7K
3
+$11.2K
4
CSCO icon
Cisco
CSCO
+$8.6K
5
HD icon
Home Depot
HD
+$3.17K

Top Sells

1
+$43.9M
2
+$42.4M
3
+$26.6M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$18M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$17.8M

Sector Composition

1 Technology 0.62%
2 Consumer Discretionary 0.49%
3 Communication Services 0.48%
4 Healthcare 0.42%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81M 97.26%
+884,396
2
$407K 0.49%
2,180
+17
3
$400K 0.48%
18,188
+531
4
$354K 0.42%
4,486
+1
5
$344K 0.41%
2,419
6
$263K 0.32%
4,976
+46
7
$237K 0.28%
3,724
+176
8
$210K 0.25%
5,350
+219
9
$68K 0.08%
10,000
10
– –
-148,573
11
– –
-23,774
12
– –
-6,579
13
– –
-27,727
14
– –
-1,723
15
– –
-84,514
16
– –
-1,531,264
17
– –
-704,434
18
– –
-864,135
19
– –
-3,428,526
20
– –
-705,436