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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
126
$244K 0.14%
4,830
+16
127
$242K 0.14%
3,393
+4
128
$232K 0.14%
573
-7
129
$218K 0.13%
1,990
-576
130
$210K 0.12%
1,861
-475
131
$209K 0.12%
+6,539
132
$206K 0.12%
1,719
+30
133
$203K 0.12%
4,619
-949
134
$169K 0.1%
17,000
135
$130K 0.08%
11,115
136
$127K 0.07%
14,152
+114
137
$114K 0.07%
10,365
138
$98.5K 0.06%
10,000
139
$55.6K 0.03%
17,836
-74
140
$35.6K 0.02%
15,206
-240
141
– –
-2,537
142
– –
-713
143
– –
-1,644
144
– –
-3,311
145
– –
-7,879
146
– –
-9,716
147
– –
-2,820
148
– –
-2,850
2 3 4 5
6