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
$127M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1 +$5.71M
2 +$600K
3 +$55.2K
4
NCLH icon
Norwegian Cruise Line
NCLH
+$44.5K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$30.9K

Top Sells

1 +$988K
2 +$43.1K
3 +$21.2K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$19.8K
5
SDOW icon
ProShares UltraPro Short Dow 30
SDOW
+$11.9K

Sector Composition

1 Technology 2.21%
2 Consumer Discretionary 1.15%
3 Consumer Staples 0.98%
4 Healthcare 0.68%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BIL icon
1
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$118M 92.75%
1,281,539
+62,230
AAPL icon
2
Apple
AAPL
$3.74T
$1.5M 1.18%
9,096
+3,636
HD icon
3
Home Depot
HD
$390B
$689K 0.54%
2,334
+17
ABT icon
4
Abbott
ABT
$224B
$517K 0.41%
5,103
+166
GIS icon
5
General Mills
GIS
$25.8B
$467K 0.37%
5,462
+38
T icon
6
AT&T
T
$188B
$331K 0.26%
17,202
+114
CSCO icon
7
Cisco
CSCO
$277B
$283K 0.22%
5,404
MSFT icon
8
Microsoft
MSFT
$3.82T
$274K 0.22%
952
NVDA icon
9
NVIDIA
NVDA
$4.46T
$268K 0.21%
9,640
+200
PG icon
10
Procter & Gamble
PG
$354B
$236K 0.19%
1,589
+6
PEP icon
11
PepsiCo
PEP
$210B
$224K 0.18%
1,226
+4
DRI icon
12
Darden Restaurants
DRI
$21.9B
$172K 0.14%
1,109
+9
WMT icon
13
Walmart
WMT
$859B
$165K 0.13%
3,354
+6
ABBV icon
14
AbbVie
ABBV
$406B
$154K 0.12%
967
+5
IBM icon
15
IBM
IBM
$262B
$138K 0.11%
1,050
GOOG icon
16
Alphabet (Google) Class C
GOOG
$3.07T
$127K 0.1%
1,220
YUM icon
17
Yum! Brands
YUM
$40.3B
$116K 0.09%
880
+5
USB icon
18
US Bancorp
USB
$71.1B
$111K 0.09%
3,086
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$3.06T
$110K 0.09%
1,060
VZ icon
20
Verizon
VZ
$171B
$105K 0.08%
2,694
+148
SWKS icon
21
Skyworks Solutions
SWKS
$11.2B
$74.6K 0.06%
633
+4
SOXS icon
22
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$1.13B
$70.8K 0.06%
435
+339
CVX icon
23
Chevron
CVX
$308B
$65.3K 0.05%
400
ITW icon
24
Illinois Tool Works
ITW
$72.7B
$63.3K 0.05%
260
AVK
25
Advent Convertible and Income Fund
AVK
$558M
$62.8K 0.05%
5,581
+117