PFA
Petra Financial Advisors Portfolio holdings
AUM
$158M
1-Year Return
24.99%
This Quarter Return
+7.27%
1 Year Return
+24.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$90.9M
AUM Growth
–
Cap. Flow
+$90.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.19%
Holding
95
New
95
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Core Alternative Capital
CCOR
|
$7.75M |
| 2 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$4.37M |
| 3 |
Columbia EM Core ex-China ETF
XCEM
|
$3.86M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$3.84M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$3.73M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 3.31% |
| 2 | Financials | 2.61% |
| 3 | Utilities | 1.42% |
| 4 | Healthcare | 1.25% |
| 5 | Industrials | 1.21% |
