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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
101
$432K 0.25%
2,314
+127
102
$415K 0.24%
8,396
+475
103
$408K 0.24%
3,382
-54
104
$407K 0.24%
3,427
+1
105
$405K 0.24%
14,476
+297
106
$394K 0.23%
6,206
+14
107
$392K 0.23%
534
+16
108
$389K 0.23%
1,599
+6
109
$367K 0.21%
4,202
110
$356K 0.21%
1,043
-19
111
$352K 0.21%
2,947
+8
112
$352K 0.21%
528
+24
113
$343K 0.2%
4,554
+63
114
$342K 0.2%
8,715
-25
115
$340K 0.2%
2,422
+9
116
$319K 0.19%
11,842
+336
117
$309K 0.18%
12,888
+648
118
$305K 0.18%
1,415
119
$304K 0.18%
3,786
+488
120
$299K 0.17%
6,860
121
$296K 0.17%
4,486
+298
122
$293K 0.17%
1,041
-31
123
$288K 0.17%
3,409
-6
124
$279K 0.16%
2,150
125
$251K 0.15%
4,955
-312
2 3 4
5
6