PFA

Petra Financial Advisors Portfolio holdings

AUM $170M
1-Year Est. Return 28.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.04M
3
+$425K
4
LLY icon
Eli Lilly
LLY
+$366K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$336K

Top Sells

1
+$4.86M
2
+$2.94M
3
+$2.54M
4
GOF icon
Guggenheim Strategic Opportunities Fund
GOF
+$2.47M
5
AVGO icon
Broadcom
AVGO
+$1.7M

Sector Composition

1 Technology 3.99%
2 Financials 3.47%
3 Energy 2.16%
4 Consumer Staples 1.85%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
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