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
$159M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1 +$2.97M
2 +$1.09M
3 +$584K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$462K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$407K

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
SYBT icon
51
Stock Yards Bancorp
SYBT
$1.98B
$110K 0.07%
1,575
VV icon
52
Vanguard Large-Cap ETF
VV
$47.5B
$109K 0.07%
353
AEE icon
53
Ameren
AEE
$27B
$109K 0.07%
1,041
IOO icon
54
iShares Global 100 ETF
IOO
$7.98B
$101K 0.06%
845
WPC icon
55
W.P. Carey
WPC
$14.5B
$101K 0.06%
1,489
IEFA icon
56
iShares Core MSCI EAFE ETF
IEFA
$161B
$94.8K 0.06%
1,086
-120
IVE icon
57
iShares S&P 500 Value ETF
IVE
$47.3B
$92.9K 0.06%
450
AAPL icon
58
Apple
AAPL
$4.12T
$83.3K 0.05%
327
FTC icon
59
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.26B
$69.9K 0.04%
435
KMI icon
60
Kinder Morgan
KMI
$61.8B
$39.6K 0.02%
1,400
CVS icon
61
CVS Health
CVS
$96B
$37.7K 0.02%
500
VO icon
62
Vanguard Mid-Cap ETF
VO
$89.6B
$37.3K 0.02%
127
D icon
63
Dominion Energy
D
$49.9B
$36.7K 0.02%
600
EEM icon
64
iShares MSCI Emerging Markets ETF
EEM
$20.8B
$35.9K 0.02%
673
DFAX icon
65
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.87B
$35.6K 0.02%
1,134
-3
RDVY icon
66
First Trust Rising Dividend Achievers ETF
RDVY
$18.5B
$29.2K 0.02%
+434
DEHP icon
67
Dimensional Emerging Markets High Profitability ETF
DEHP
$305M
$27.9K 0.02%
915
UNH icon
68
UnitedHealth
UNH
$300B
$27.6K 0.02%
80
SCHF icon
69
Schwab International Equity ETF
SCHF
$54B
$27.3K 0.02%
1,174
TMO icon
70
Thermo Fisher Scientific
TMO
$215B
$26.7K 0.02%
55
FTEC icon
71
Fidelity MSCI Information Technology Index ETF
FTEC
$17B
$19.8K 0.01%
89
FTCS icon
72
First Trust Capital Strength ETF
FTCS
$8.2B
$19.6K 0.01%
+209
AGG icon
73
iShares Core US Aggregate Bond ETF
AGG
$134B
$16.4K 0.01%
164
+77
SCHA icon
74
Schwab U.S Small- Cap ETF
SCHA
$19.4B
$15.7K 0.01%
562
PCG icon
75
PG&E
PCG
$33.3B
$13.9K 0.01%
924