PFA
Petra Financial Advisors Portfolio holdings
AUM
$170M
1-Year Est. Return
28.07%
This Fund
S&P 500
1 Year Est. Return
+28.07%
AUM
$170M
AUM Growth
-$1.26M
(-0.73%)
Holding
152
Top Buys
| 1 | +$989K | |
| 2 | +$791K | |
| 3 | +$682K | |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$667K |
| 5 |
Argan
AGX
|
+$636K |
Top Sells
| 1 | +$1.14M | |
| 2 | +$858K | |
| 3 | +$821K | |
| 4 |
DoorDash
DASH
|
+$752K |
| 5 |
Sea Limited
SE
|
+$672K |
Sector Composition
| 1 | Technology | 7.84% |
| 2 | Industrials | 5.28% |
| 3 | Financials | 2.58% |
| 4 | Materials | 2.43% |
| 5 | Consumer Staples | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
CyberArk
CYBR
$21.7B
| – | – |
-953
|
|
||
152
Axon Enterprise
AXON
$40.5B
| – | – |
-1,195
|
|