PFA

Pillar Financial Advisors Portfolio holdings

AUM $145M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15.7M
3
+$14.5M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$11.5M
5
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.76%
2 Healthcare 0.17%
3 Utilities 0.1%
4 Technology 0.09%
5 Real Estate 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$106K 0.08%
+2,625
52
$105K 0.08%
+1,775
53
$95.2K 0.07%
+353
54
$92.8K 0.07%
+1,041
55
$85.9K 0.07%
+450
56
$85.2K 0.07%
+845
57
$82.2K 0.06%
+328
58
$81.1K 0.06%
+1,489
59
$62.6K 0.05%
+237
60
$60.1K 0.05%
+435
61
$40.8K 0.03%
+320
62
$40.5K 0.03%
+80
63
$38.4K 0.03%
+1,400
64
$33.8K 0.03%
+1,684
65
$33.6K 0.03%
+1,354
66
$32.3K 0.02%
+600
67
$28.6K 0.02%
+55
68
$28.1K 0.02%
+673
69
$22.6K 0.02%
+915
70
$22.4K 0.02%
+500
71
$21.7K 0.02%
+1,174
72
$16.5K 0.01%
+89
73
$14.5K 0.01%
+562
74
$12.8K 0.01%
+1,060
75
$11.2K 0.01%
+474
1 2
3
4 5