PFA
Petra Financial Advisors Portfolio holdings
AUM
$158M
1-Year Est. Return
24.99%
1 Year Est. Return
+24.99%
AUM
$122M
AUM Growth
-$25M
(-17%)
Holding
152
Top Buys
| 1 | +$5.28M | |
| 2 | +$3.2M | |
| 3 | +$426K | |
| 4 |
Eli Lilly
LLY
|
+$363K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$333K |
Top Sells
| 1 | +$4.86M | |
| 2 | +$2.7M | |
| 3 | +$2.48M | |
| 4 |
NVIDIA
NVDA
|
+$2.17M |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Shopify
SHOP
$226B
| – | – |
-5,247
|
|
||
152
Super Micro Computer
SMCI
$30.9B
| – | – |
-8,703
|
|