PFA

Perryman Financial Advisory Portfolio holdings

AUM $681M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$681M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1 +$79.5M
2 +$53.8M
3 +$25.8M
4
AMZN icon
Amazon
AMZN
+$22M
5
AVGO icon
Broadcom
AVGO
+$21.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29%
2 Financials 12.38%
3 Consumer Discretionary 7.59%
4 Industrials 6.81%
5 Communication Services 6.32%