PFA
Pillar Financial Advisors Portfolio holdings
AUM $134M
AUM
$134M
AUM Growth
+$3.55M (+3%)
Cap. Flow
+$5.8M
Cap. Flow % of AUM
4.32%
Top 10 Holdings %Top 10 Hldgs %
73.79%
Holding
117
New
1
Increased
17
Reduced
20
Closed
6
Top Buys
| 1 | $1.36M | |
| 2 | $1.1M | |
| 3 | $811K | |
| 4 | $790K | |
| 5 | $624K |
Top Sells
| 1 | $563K | |
| 2 | $32.7K | |
| 3 | $30.9K | |
| 4 | $28.4K | |
| 5 | $28.4K |
Sector Composition
| 1 | Financials | 1.13% |
| 2 | Healthcare | 0.19% |
| 3 | Utilities | 0.11% |
| 4 | Technology | 0.09% |
| 5 | Real Estate | 0.07% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $632K | 0.47% | 12,664 -206 | -2% | -$10.3K | |||
| $515K | 0.38% | 11,742 -704 | -6% | -$30.9K | |||
| $477K | 0.36% | 928 -18 | -2% | -$9.25K | |||
| $468K | 0.35% | 3,630 | – | – | |||
| $466K | 0.35% | 1,290 | – | – | |||
| $413K | 0.31% | 6,802 -300 | -4% | -$18.2K | |||
| $389K | 0.29% | 5,291 -250 | -5% | -$18.4K | |||
| $385K | 0.29% | 1,402 -14 | -1% | -$3.85K | |||
| $361K | 0.27% | 1,629 | – | – | |||
| $334K | 0.25% | 5,670 | – | – | |||
| $299K | 0.22% | 1,587 | – | – | |||
| $261K | 0.19% | 4,094 | – | – | |||
| $256K | 0.19% | 7,768 -860 | -10% | -$28.4K | |||
| $241K | 0.18% | 9,310 -19 | -0.2% | -$492 | |||
| $219K | 0.16% | 3,577 +335 | +10% | +$20.5K | |||
| $140K | 0.1% | 1,209 -100 | -8% | -$11.6K | |||
| $138K | 0.1% | 3,597 -234 | -6% | -$8.99K | |||
| $133K | 0.1% | 2,285 | – | – | |||
| $126K | 0.09% | 1,663 | – | – | |||
| $126K | 0.09% | 600 | – | – | |||
| $120K | 0.09% | 4,109 | – | – | |||
| $114K | 0.09% | 1,400 | – | – | |||
| $114K | 0.09% | 2,625 | – | – | |||
| $112K | 0.08% | 4,336 | – | – | |||
| $110K | 0.08% | 1,775 | – | – |
