PFA
Pathway Financial Advisers Portfolio holdings
AUM
$309M
1-Year Return
20.05%
This Quarter Return
+11.14%
1 Year Return
+20.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$247M
AUM Growth
–
Cap. Flow
+$247M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
21.36%
Holding
563
New
562
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
AbbVie
ABBV
|
$6.16M |
| 2 |
Steel Dynamics
STLD
|
$5.77M |
| 3 |
PepsiCo
PEP
|
$5.76M |
| 4 |
Enterprise Products Partners
EPD
|
$5.73M |
| 5 |
Duke Energy
DUK
|
$5.48M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 12.74% |
| 2 | Financials | 11.5% |
| 3 | Industrials | 11.34% |
| 4 | Consumer Staples | 9.32% |
| 5 | Technology | 9.3% |
