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PFA

Pillar Financial Advisors Portfolio holdings

AUM $191M
1-Year Est. Return 21.21%
This Fund
S&P 500
This Quarter Est. Return
-1.38%
1 Year Est. Return
+21.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$134M
AUM Growth
+$3.55M
Cap. Flow
+$5.93M
Cap. Flow %
4.42%
Top 10 Hldgs %
73.79%
Holding
117
New
1
Increased
17
Reduced
20
Closed
6

Top Buys

Rank Stock Value
1
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.34M
2
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.1M
3
DFUS
Dimensional US Equity ETF
DFUS
+$857K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$850K
5
CNS icon
Cohen & Steers
CNS
+$664K

Top Sells

Rank Stock Value
1
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$559K
2
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$40.8K
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$32.5K
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$30.5K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$29.9K

Sector Composition

Rank Sector Weight
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
$2.54B
$109K 0.08%
1,575
– –
IWM icon
52
iShares Russell 2000 ETF
IWM
$80.2B
$108K 0.08%
543
– –
AEE icon
53
Ameren
AEE
$30.1B
$105K 0.08%
1,041
– –
WPC icon
54
W.P. Carey
WPC
$16.9B
$94K 0.07%
1,489
– –
VV icon
55
Vanguard Morningstar Large-Cap ETF
VV
$52.1B
$90.7K 0.07%
353
– –
IVE icon
56
iShares S&P 500 Value ETF
IVE
$49.1B
$85.8K 0.06%
450
– –
IOO icon
57
iShares Global 100 ETF
IOO
$8.83B
$81.4K 0.06%
845
– –
AAPL icon
58
Apple
AAPL
$4.9T
$72.9K 0.05%
328
– –
FTC icon
59
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.3B
$57.2K 0.04%
435
– –
UNH icon
60
UnitedHealth
UNH
$383B
$41.9K 0.03%
80
– –
KMI icon
61
Kinder Morgan
KMI
$70.5B
$39.9K 0.03%
1,400
– –
INTC icon
62
Intel
INTC
$460B
$38.2K 0.03%
1,684
– –
CVS icon
63
CVS Health
CVS
$134B
$33.9K 0.03%
500
– –
D icon
64
Dominion Energy
D
$61.3B
$33.6K 0.03%
600
– –
VO icon
65
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$32.8K 0.02%
508
-440
-46% -$29.5K
DFAX icon
66
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.9B
$29.6K 0.02%
1,130
-224
-17% -$5.82K
EEM icon
67
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$29.4K 0.02%
673
– –
TMO icon
68
Thermo Fisher Scientific
TMO
$214B
$27.4K 0.02%
55
– –
SCHF icon
69
Schwab International Equity ETF
SCHF
$67B
$23.2K 0.02%
1,174
– –
DEHP icon
70
Dimensional Emerging Markets High Profitability ETF
DEHP
$413M
$23.1K 0.02%
915
– –
PCG icon
71
PG&E
PCG
$39.2B
$15.9K 0.01%
924
+609
+193% +$10.1K
FTEC icon
72
Fidelity MSCI Information Technology Index ETF
FTEC
$19.9B
$14.4K 0.01%
89
– –
SCHA icon
73
Schwab U.S Small- Cap ETF
SCHA
$22.3B
$13.2K 0.01%
562
– –
ELAN icon
74
Elanco Animal Health
ELAN
$13.2B
$11.1K 0.01%
1,060
– –
BUSE icon
75
First Busey Corp
BUSE
$2.6B
$10.2K 0.01%
474
– –
1 2
3
4 5

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TA
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PB
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CCC
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MRCM
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EWM
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HVCM
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Pillar Financial Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Pillar Financial Advisors held 117 positions worth $134M, up 2.7% from $131M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Pillar Financial Advisors deployed $5.93M of net new capital in Q1 2025, opening 1 new position and adding to 17 existing holdings. Its largest new stake was Charter Communications: 15 shares worth $5.53K.

By sector, the portfolio is most concentrated in Financials at 1.1% of assets, up from 0.76% a quarter earlier, followed by Healthcare and Utilities.

On the sell side, the largest reduction was Dimensional Short-Duration Fixed Income ETF, an estimated $559K trimmed.

  • Pillar Financial Advisors's largest Q1 2025 buy was Charter Communications: 15 shares worth $5.53K.
  • Pillar Financial Advisors added most to Dimensional International Core Equity 2 ETF in Q1 2025, an estimated $1.34M increase.
  • Pillar Financial Advisors's biggest Q1 2025 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $559K.
  • Pillar Financial Advisors fully exited Vanguard High Dividend Yield ETF in Q1 2025, selling an estimated $40.8K.
  • Pillar Financial Advisors's ten largest holdings make up 74% of its $134M portfolio in Q1 2025.
  • Pillar Financial Advisors opened 1 new position and closed 6 in Q1 2025.
  • Pillar Financial Advisors's portfolio value rose 2.7% quarter-over-quarter to $134M.

Based on Pillar Financial Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.