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
76
$513K 0.38%
18,394
77
$503K 0.37%
3,293
+1
78
$493K 0.36%
8,492
79
$474K 0.35%
6,743
80
$474K 0.35%
11,515
81
$447K 0.33%
4,901
82
$446K 0.33%
10,606
+3
83
$420K 0.31%
4,341
+152
84
$417K 0.31%
2,617
-1,171
85
$388K 0.28%
16,579
86
$386K 0.28%
3,520
87
$371K 0.27%
3,206
88
$370K 0.27%
511
+49
89
$369K 0.27%
726
+256
90
$365K 0.27%
4,582
+215
91
$355K 0.26%
6,303
-383
92
$351K 0.26%
3,810
+653
93
$340K 0.25%
8,388
+2,451
94
$334K 0.25%
3,025
+197
95
$330K 0.24%
4,325
96
$321K 0.24%
3,710
97
$319K 0.23%
5,442
+7
98
$318K 0.23%
4,846
99
$308K 0.23%
2,202
-20
100
$294K 0.22%
+1,092
2 3
4
5 6