PFA

Petra Financial Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 24.99%
This Quarter Est. Return
1 Year Est. Return
+24.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$939K
3
+$802K
4
CRWD icon
CrowdStrike
CRWD
+$780K
5
ANF icon
Abercrombie & Fitch
ANF
+$743K

Top Sells

1
+$1.87M
2
+$785K
3
+$781K
4
SGML icon
Sigma Lithium
SGML
+$736K
5
ELF icon
e.l.f. Beauty
ELF
+$683K

Sector Composition

1 Technology 12.16%
2 Industrials 4.14%
3 Consumer Discretionary 3.41%
4 Energy 3.27%
5 Financials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 1.15%
31,912
+696
27
$1.57M 1.15%
59,098
-241
28
$1.54M 1.13%
125,795
-2,445
29
$1.47M 1.08%
204,892
-1,597
30
$1.45M 1.07%
131,144
31
$1.44M 1.06%
30,000
-51
32
$1.33M 0.98%
10,170
+370
33
$1.33M 0.97%
1,748
+478
34
$1.22M 0.89%
11,310
35
$1.2M 0.88%
15,561
-41
36
$1.16M 0.85%
4,485
-25
37
$1.12M 0.82%
2,093
+539
38
$1.11M 0.81%
2,427
+679
39
$1.01M 0.74%
+7,246
40
$991K 0.73%
8,237
+412
41
$977K 0.72%
10,574
+129
42
$939K 0.69%
+13,000
43
$932K 0.68%
5,656
44
$891K 0.65%
9,417
-1,489
45
$858K 0.63%
11,096
46
$855K 0.63%
6,276
+213
47
$849K 0.62%
8,952
-10
48
$846K 0.62%
4,645
-398
49
$827K 0.61%
25,305
50
$809K 0.59%
15,420
-284
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