PFA

Pillar Financial Advisors Portfolio holdings

AUM $166M
1-Year Est. Return 13.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$675K
2
+$606K
3
+$502K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$422K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$196K

Top Sells

1
+$62K
2
+$50.8K
3
+$46.1K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$45.8K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$38.6K

Sector Composition

1 Financials 1.04%
2 Healthcare 0.14%
3 Utilities 0.1%
4 Real Estate 0.07%
5 Technology 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$637K 0.44%
12,664
27
$548K 0.38%
1,290
28
$527K 0.36%
928
29
$516K 0.36%
11,742
30
$476K 0.33%
3,630
31
$457K 0.32%
6,802
32
$426K 0.29%
1,402
33
$386K 0.27%
1,629
34
$361K 0.25%
4,905
-386
35
$354K 0.24%
5,670
36
$308K 0.21%
1,587
37
$299K 0.21%
4,094
38
$279K 0.19%
7,780
+12
39
$270K 0.19%
9,310
40
$258K 0.18%
3,851
+274
41
$163K 0.11%
1,209
42
$152K 0.11%
3,597
43
$142K 0.1%
2,285
44
$135K 0.09%
4,109
45
$129K 0.09%
4,336
46
$124K 0.09%
1,575
47
$123K 0.08%
1,775
48
$117K 0.08%
543
49
$116K 0.08%
1,400
50
$111K 0.08%
600
1
2
3 4 5