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
51
$802K 0.59%
+3,849
52
$801K 0.59%
5,405
-514
53
$793K 0.58%
4,822
+238
54
$785K 0.58%
10,680
55
$780K 0.57%
+2,439
56
$767K 0.56%
29,352
-848
57
$743K 0.55%
+5,927
58
$729K 0.54%
+8,785
59
$720K 0.53%
15,470
60
$708K 0.52%
2,217
61
$684K 0.5%
+8,170
62
$682K 0.5%
4,037
-15
63
$666K 0.49%
6,354
+1,493
64
$633K 0.46%
+7,852
65
$631K 0.46%
9,369
-133
66
$629K 0.46%
13,350
-684
67
$624K 0.46%
13,152
+1,574
68
$591K 0.43%
2,274
69
$559K 0.41%
57,440
70
$556K 0.41%
15,820
-446
71
$546K 0.4%
23,978
72
$537K 0.39%
19,077
73
$534K 0.39%
3,070
+365
74
$533K 0.39%
6,151
+127
75
$514K 0.38%
46,274
1 2
3
4 5