PFA

Pathway Financial Advisors Portfolio holdings

AUM $750M
1-Year Est. Return 10.12%
This Quarter Est. Return
1 Year Est. Return
+10.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Sells

1 +$3.32M
2 +$683K
3 +$599K
4
AMZN icon
Amazon
AMZN
+$536K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$431K

Sector Composition

1 Technology 4.68%
2 Industrials 3.09%
3 Financials 3.02%
4 Consumer Discretionary 1.47%
5 Consumer Staples 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,590
177
-8,133