PFA

Pillar Financial Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 8.89%
This Quarter Est. Return
1 Year Est. Return
+8.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.1M
3
+$811K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$790K
5
CNS icon
Cohen & Steers
CNS
+$624K

Top Sells

1
+$563K
2
+$40.8K
3
+$32.7K
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$30.9K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$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 Change
in Stake 		Capital Flow
26
$632K 0.47%
12,664
-206
27
$515K 0.38%
11,742
-704
28
$477K 0.36%
928
-18
29
$468K 0.35%
3,630
30
$466K 0.35%
1,290
31
$413K 0.31%
6,802
-300
32
$389K 0.29%
5,291
-250
33
$385K 0.29%
1,402
-14
34
$361K 0.27%
1,629
35
$334K 0.25%
5,670
36
$299K 0.22%
1,587
37
$261K 0.19%
4,094
38
$256K 0.19%
7,768
-860
39
$241K 0.18%
9,310
-19
40
$219K 0.16%
3,577
+335
41
$140K 0.1%
1,209
-100
42
$138K 0.1%
3,597
-234
43
$133K 0.1%
2,285
44
$126K 0.09%
1,663
45
$126K 0.09%
600
46
$120K 0.09%
4,109
47
$114K 0.09%
1,400
48
$114K 0.09%
2,625
49
$112K 0.08%
4,336
50
$110K 0.08%
1,775
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