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
$120M
AUM Growth
-$124K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$4.46M
2 +$1.29M
3 +$948K
4
RMBS icon
Rambus
RMBS
+$922K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$902K

Sector Composition

1 Technology 7.64%
2 Consumer Staples 3.18%
3 Consumer Discretionary 2.92%
4 Energy 2.85%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,899
127
-1,177
128
-4,051
129
-208,852