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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
$139M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$796K
3
+$654K
4
VST icon
Vistra
VST
+$482K
5
IESC icon
IES Holdings
IESC
+$481K

Top Sells

1
+$1.8M
2
+$1.2M
3
+$855K
4
DHI icon
D.R. Horton
DHI
+$793K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$528K

Sector Composition

1 Technology 12.61%
2 Industrials 4.25%
3 Consumer Staples 3.33%
4 Energy 3.15%
5 Financials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,276
127
– –
-15,561
128
– –
-1,092
129
– –
-8,620
130
– –
-2,298
131
– –
-4,822
132
– –
-8,087
133
– –
-1,724
2 3 4 5
6