PFA
Petra Financial Advisors Portfolio holdings
AUM $122M
This Quarter Return
+2.52%
1 Year Return
+16.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
-$25M (-17%)
Cap. Flow
-$24.6M
Cap. Flow % of AUM
-20.13%
Top 10 Holdings %Top 10 Hldgs %
43.66%
Holding
152
New
11
Increased
31
Reduced
62
Closed
30
Top Buys
| 1 | $5.28M | |
| 2 | $3.2M | |
| 3 | $426K | |
| 4 | $363K | |
| 5 | $333K |
Top Sells
| 1 | $4.86M | |
| 2 | $2.7M | |
| 3 | $2.48M | |
| 4 | $2.17M | |
| 5 | $1.53M |
Sector Composition
| 1 | Technology | 3.99% |
| 2 | Financials | 3.47% |
| 3 | Energy | 2.16% |
| 4 | Consumer Staples | 1.85% |
| 5 | Communication Services | 1.56% |