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PFA

Petra Financial Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 31.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$865K
2
+$813K
3
+$774K
4
ELF icon
e.l.f. Beauty
ELF
+$764K
5
JPM icon
JPMorgan Chase
JPM
+$724K

Top Sells

1
+$1.3M
2
+$817K
3
+$812K
4
UNM icon
Unum
UNM
+$785K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$779K

Sector Composition

1 Technology 7.82%
2 Industrials 5.13%
3 Consumer Discretionary 2.63%
4 Financials 2.43%
5 Consumer Staples 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.97%
27,929
-229
27
$1.54M 0.9%
53,493
-673
28
$1.53M 0.89%
12,664
+2,635
29
$1.49M 0.87%
118,475
-1,223
30
$1.49M 0.87%
54,507
+4
31
$1.48M 0.86%
28,215
32
$1.47M 0.85%
128,656
-1,688
33
$1.39M 0.81%
30,710
+2,527
34
$1.39M 0.81%
13,069
+365
35
$1.38M 0.8%
35,455
+2,880
36
$1.32M 0.77%
11,819
-674
37
$1.27M 0.74%
13,868
-2,815
38
$1.2M 0.7%
11,655
+141
39
$1.14M 0.67%
1,639
+20
40
$1.14M 0.66%
4,076
+123
41
$1.13M 0.66%
1,462
+26
42
$1.1M 0.64%
26,226
+465
43
$1.09M 0.64%
3,463
+2,434
44
$1.09M 0.64%
41,406
-5,637
45
$1.05M 0.61%
28,546
+517
46
$1.04M 0.61%
34,233
+331
47
$933K 0.54%
2,098
-20
48
$920K 0.54%
+6,966
49
$912K 0.53%
2,145
-17
50
$905K 0.53%
3,553
+27
1
2
3 4 5