PFA

Pillar Financial Advisors Portfolio holdings

AUM $166M
1-Year Est. Return 13.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$675K
2
+$606K
3
+$502K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$422K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$196K

Top Sells

1
+$62K
2
+$50.8K
3
+$46.1K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$45.8K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$38.6K

Sector Composition

1 Financials 1.04%
2 Healthcare 0.14%
3 Utilities 0.1%
4 Real Estate 0.07%
5 Technology 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$110K 0.08%
2,625
52
$101K 0.07%
353
53
$101K 0.07%
1,206
-457
54
$100K 0.07%
1,041
55
$92.9K 0.06%
1,489
56
$91.1K 0.06%
845
57
$87.9K 0.06%
450
58
$67.1K 0.05%
327
-1
59
$65.7K 0.05%
435
60
$41.2K 0.03%
1,400
61
$35.5K 0.02%
127
62
$34.5K 0.02%
500
63
$33.9K 0.02%
600
64
$33.4K 0.02%
1,137
+7
65
$32.5K 0.02%
673
66
$25.9K 0.02%
1,174
67
$25.6K 0.02%
915
68
$25K 0.02%
80
69
$24.1K 0.02%
1,077
-607
70
$22.3K 0.02%
55
71
$17.6K 0.01%
89
72
$14.2K 0.01%
562
73
$12.9K 0.01%
924
74
$10.8K 0.01%
474
75
$10.8K 0.01%
441
1 2
3
4 5