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
$683M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Sells

1 +$24.5M
2 +$2.17M
3 +$1.56M
4
AAPL icon
Apple
AAPL
+$1.56M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.53M

Sector Composition

1 Technology 1.67%
2 Industrials 1.54%
3 Financials 1.31%
4 Consumer Staples 0.57%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADBE icon
176
Adobe
ADBE
$140B
-692
ADI icon
177
Analog Devices
ADI
$119B
-1,813
ADSK icon
178
Autodesk
ADSK
$64.7B
-826