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
126
-7,228
127
-9,249
128
-23,335
129
-7,201