PFA

Petra Financial Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 24.99%
This Quarter Est. Return
1 Year Est. Return
+24.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$3.05M
2 +$1.1M
3 +$1.09M
4
FICO icon
Fair Isaac
FICO
+$810K
5
WMT icon
Walmart
WMT
+$770K

Top Sells

1 +$6.23M
2 +$1.49M
3 +$1.25M
4
THC icon
Tenet Healthcare
THC
+$1M
5
PHM icon
Pultegroup
PHM
+$817K

Sector Composition

1 Technology 10.77%
2 Industrials 4.68%
3 Financials 3.4%
4 Consumer Staples 2.87%
5 Energy 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-10,000
152
-1,678
153
-8,346
154
-5,694
155
-1,678