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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
51
$887K 0.52%
1,075
+30
52
$886K 0.52%
+11,598
53
$880K 0.51%
26,135
-94
54
$865K 0.5%
+23,652
55
$858K 0.5%
1,195
+17
56
$845K 0.49%
7,011
+2
57
$821K 0.48%
+6,198
58
$816K 0.48%
10,211
+10
59
$814K 0.47%
9,106
-66
60
$805K 0.47%
2,453
+4
61
$797K 0.46%
15,248
+14
62
$774K 0.45%
22,210
-75
63
$772K 0.45%
4,188
+112
64
$752K 0.44%
2,764
+59
65
$726K 0.42%
13,401
-138
66
$721K 0.42%
1,812
+19
67
$703K 0.41%
10,221
+167
68
$701K 0.41%
8,787
+1
69
$696K 0.41%
14,943
+23
70
$672K 0.39%
3,760
+78
71
$668K 0.39%
3,410
+131
72
$662K 0.39%
6,607
-841
73
$658K 0.38%
17,018
+1,731
74
$640K 0.37%
1,040
+19
75
$634K 0.37%
56,445
1 2
3
4 5