PFG
Piershale Financial Group Portfolio holdings
AUM
$157M
This Quarter Return
-0.18%
1 Year Return
+7.08%
3 Year Return
+81.99%
5 Year Return
+142.21%
10 Year Return
+327.64%
AUM
$83.3M
AUM Growth
+$83.3M
(-56%)
Cap. Flow
-$104M
Cap. Flow
% of AUM
-124.5%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
20
New
1
Increased
6
Reduced
–
Closed
11
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$81M |
| 2 |
AT&T
T
|
$11.7K |
| 3 |
Apple
AAPL
|
$11.2K |
| 4 |
Cisco
CSCO
|
$8.6K |
| 5 |
Home Depot
HD
|
$3.17K |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$43.9M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$42.4M |
| 3 |
ProShares Ultra S&P500
SSO
|
$26.6M |
| 4 |
Invesco QQQ Trust
QQQ
|
$18M |
| 5 |
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% |
