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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
76
$630K 0.37%
3,453
+3
77
$630K 0.37%
5,088
+12
78
$622K 0.36%
27,700
+670
79
$621K 0.36%
5,818
+267
80
$620K 0.36%
3,642
-70
81
$618K 0.36%
+1,581
82
$605K 0.35%
4,068
+186
83
$574K 0.33%
20,591
+1,183
84
$558K 0.32%
57,657
+130
85
$544K 0.32%
812
+24
86
$534K 0.31%
2,196
+360
87
$527K 0.31%
7,092
+582
88
$516K 0.3%
3,286
-202
89
$513K 0.3%
5,279
+355
90
$504K 0.29%
46,367
+93
91
$496K 0.29%
8,430
-22
92
$485K 0.28%
6,072
+246
93
$484K 0.28%
10,102
-306
94
$473K 0.28%
20,445
-1,361
95
$470K 0.27%
4,901
96
$470K 0.27%
4,663
+1,349
97
$469K 0.27%
2,135
+17
98
$460K 0.27%
+953
99
$443K 0.26%
14,660
+50
100
$442K 0.26%
4,834
+3
2 3
4
5 6