PFA
Pillar Financial Advisors Portfolio holdings
AUM $134M
This Quarter Return
-1.38%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$3.55M (+3%)
Cap. Flow
+$5.76M
Cap. Flow % of AUM
4.29%
Top 10 Holdings %Top 10 Hldgs %
73.79%
Holding
117
New
1
Increased
17
Reduced
20
Closed
6
Top Buys
| 1 | $1.36M | |
| 2 | $1.1M | |
| 3 | $811K | |
| 4 | $790K | |
| 5 | $624K |
Top Sells
| 1 | $563K | |
| 2 | $40.8K | |
| 3 | $32.7K | |
| 4 | $30.9K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $109K | 0.08% | 1,575 | – | – | |||
| $108K | 0.08% | 543 | – | – | |||
| $105K | 0.08% | 1,041 | – | – | |||
| $94K | 0.07% | 1,489 | – | – | |||
| $90.7K | 0.07% | 353 | – | – | |||
| $85.8K | 0.06% | 450 | – | – | |||
| $81.4K | 0.06% | 845 | – | – | |||
| $72.9K | 0.05% | 328 | – | – | |||
| $57.2K | 0.04% | 435 | – | – | |||
| $41.9K | 0.03% | 80 | – | – | |||
| $39.9K | 0.03% | 1,400 | – | – | |||
| $38.2K | 0.03% | 1,684 | – | – | |||
| $33.9K | 0.03% | 500 | – | – | |||
| $33.6K | 0.03% | 600 | – | – | |||
| $32.8K | 0.02% | 127 -110 | -46% | -$28.4K | |||
| $29.6K | 0.02% | 1,130 -224 | -17% | -$5.87K | |||
| $29.4K | 0.02% | 673 | – | – | |||
| $27.4K | 0.02% | 55 | – | – | |||
| $23.2K | 0.02% | 1,174 | – | – | |||
| $23.1K | 0.02% | 915 | – | – | |||
| $15.9K | 0.01% | 924 +609 | +193% | +$10.5K | |||
| $14.4K | 0.01% | 89 | – | – | |||
| $13.2K | 0.01% | 562 | – | – | |||
| $11.1K | 0.01% | 1,060 | – | – | |||
| $10.2K | 0.01% | 474 | – | – |
