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
$133M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$465K
3
+$34.3K
4
HD icon
Home Depot
HD
+$4.14K
5
GIS icon
General Mills
GIS
+$2.91K

Top Sells

1
+$13M
2
+$203K
3
+$1.3K

Sector Composition

1 Technology 0.93%
2 Consumer Discretionary 0.48%
3 Consumer Staples 0.47%
4 Healthcare 0.35%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$91.9M 68.99%
1,003,202
-141,979
2
$37.6M 28.24%
+689,203
3
$716K 0.54%
5,184
+248
4
$636K 0.48%
2,304
+15
5
$471K 0.35%
4,867
+2
6
$465K 0.35%
+15,741
7
$413K 0.31%
5,387
+38
8
$307K 0.23%
1,318
9
$262K 0.2%
17,072
-85
10
$216K 0.16%
5,404
+1
11
$212K 0.16%
1,678
+5
12
– –
-1,218