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
$134M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.1M
3
+$811K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$790K
5
CNS icon
Cohen & Steers
CNS
+$624K

Top Sells

1
+$563K
2
+$40.8K
3
+$32.7K
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$30.9K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$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 Change
in Stake 		Capital Flow
51
$109K 0.08%
1,575
52
$108K 0.08%
543
53
$105K 0.08%
1,041
54
$94K 0.07%
1,489
55
$90.7K 0.07%
353
56
$85.8K 0.06%
450
57
$81.4K 0.06%
845
58
$72.9K 0.05%
328
59
$57.2K 0.04%
435
60
$41.9K 0.03%
80
61
$39.9K 0.03%
1,400
62
$38.2K 0.03%
1,684
63
$33.9K 0.03%
500
64
$33.6K 0.03%
600
65
$32.8K 0.02%
127
-110
66
$29.6K 0.02%
1,130
-224
67
$29.4K 0.02%
673
68
$27.4K 0.02%
55
69
$23.2K 0.02%
1,174
70
$23.1K 0.02%
915
71
$15.9K 0.01%
924
+609
72
$14.4K 0.01%
89
73
$13.2K 0.01%
562
74
$11.1K 0.01%
1,060
75
$10.2K 0.01%
474
1 2
3
4 5