PFA

Pillar Financial Advisors Portfolio holdings

AUM $145M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15.7M
3
+$14.5M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$11.5M
5
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.76%
2 Healthcare 0.17%
3 Utilities 0.1%
4 Technology 0.09%
5 Real Estate 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$575K 0.44%
+6,227
27
$534K 0.41%
+12,446
28
$518K 0.4%
+1,290
29
$510K 0.39%
+946
30
$453K 0.35%
+3,630
31
$411K 0.31%
+1,416
32
$408K 0.31%
+7,102
33
$398K 0.31%
+5,541
34
$391K 0.3%
+1,629
35
$298K 0.23%
+8,628
36
$294K 0.22%
+1,587
37
$286K 0.22%
+4,094
38
$281K 0.21%
+5,670
39
$237K 0.18%
+9,329
40
$203K 0.16%
+3,242
41
$155K 0.12%
+3,831
42
$150K 0.11%
+1,309
43
$142K 0.11%
+2,285
44
$120K 0.09%
+543
45
$117K 0.09%
+1,663
46
$113K 0.09%
+1,575
47
$112K 0.09%
+1,400
48
$109K 0.08%
+4,109
49
$107K 0.08%
+600
50
$106K 0.08%
+4,336
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