PFA

Pillar Financial Advisors Portfolio holdings

AUM $171M
1-Year Est. Return 16.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.08M
3
+$568K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$450K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$392K

Top Sells

1
+$121K
2
+$103K
3
+$49.7K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$32.9K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$30.1K

Sector Composition

1 Financials 0.84%
2 Healthcare 0.15%
3 Utilities 0.1%
4 Real Estate 0.07%
5 Technology 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$641K 0.4%
12,664
27
$604K 0.38%
5,160
28
$568K 0.36%
928
29
$521K 0.33%
11,742
30
$485K 0.3%
6,802
31
$483K 0.3%
3,510
-120
32
$460K 0.29%
1,402
33
$414K 0.26%
1,629
34
$413K 0.26%
5,670
35
$365K 0.23%
4,905
36
$335K 0.21%
4,669
+818
37
$287K 0.18%
7,451
-329
38
$285K 0.18%
3,944
-150
39
$272K 0.17%
1,337
-250
40
$259K 0.16%
8,219
-1,091
41
$172K 0.11%
1,209
42
$165K 0.1%
3,596
-1
43
$149K 0.09%
2,285
44
$147K 0.09%
4,109
45
$139K 0.09%
600
46
$137K 0.09%
4,336
47
$131K 0.08%
543
48
$130K 0.08%
1,775
49
$118K 0.07%
1,400
50
$114K 0.07%
2,625
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