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
$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
SYBT icon
51
Stock Yards Bancorp
SYBT
$2.01B
$109K 0.08%
1,575
IWM icon
52
iShares Russell 2000 ETF
IWM
$70.9B
$108K 0.08%
543
AEE icon
53
Ameren
AEE
$28.6B
$105K 0.08%
1,041
WPC icon
54
W.P. Carey
WPC
$15B
$94K 0.07%
1,489
VV icon
55
Vanguard Large-Cap ETF
VV
$46.5B
$90.7K 0.07%
353
IVE icon
56
iShares S&P 500 Value ETF
IVE
$42.3B
$85.8K 0.06%
450
IOO icon
57
iShares Global 100 ETF
IOO
$7.41B
$81.4K 0.06%
845
AAPL icon
58
Apple
AAPL
$3.9T
$72.9K 0.05%
328
FTC icon
59
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.26B
$57.2K 0.04%
435
UNH icon
60
UnitedHealth
UNH
$331B
$41.9K 0.03%
80
KMI icon
61
Kinder Morgan
KMI
$61.2B
$39.9K 0.03%
1,400
INTC icon
62
Intel
INTC
$181B
$38.2K 0.03%
1,684
CVS icon
63
CVS Health
CVS
$105B
$33.9K 0.03%
500
D icon
64
Dominion Energy
D
$52.4B
$33.6K 0.03%
600
VO icon
65
Vanguard Mid-Cap ETF
VO
$88.8B
$32.8K 0.02%
127
-110
DFAX icon
66
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.57B
$29.6K 0.02%
1,130
-224
EEM icon
67
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$29.4K 0.02%
673
TMO icon
68
Thermo Fisher Scientific
TMO
$211B
$27.4K 0.02%
55
SCHF icon
69
Schwab International Equity ETF
SCHF
$52.4B
$23.2K 0.02%
1,174
DEHP icon
70
Dimensional Emerging Markets High Profitability ETF
DEHP
$297M
$23.1K 0.02%
915
PCG icon
71
PG&E
PCG
$36.7B
$15.9K 0.01%
924
+609
FTEC icon
72
Fidelity MSCI Information Technology Index ETF
FTEC
$16.5B
$14.4K 0.01%
89
SCHA icon
73
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$13.2K 0.01%
562
ELAN icon
74
Elanco Animal Health
ELAN
$10.8B
$11.1K 0.01%
1,060
BUSE icon
75
First Busey Corp
BUSE
$2.07B
$10.2K 0.01%
474