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
$159M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.08M
3
+$568K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$450K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$392K

Top Sells

1
+$121K
2
+$103K
3
+$49.7K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$32.9K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$30.1K

Sector Composition

1 Financials 0.84%
2 Healthcare 0.15%
3 Utilities 0.1%
4 Real Estate 0.07%
5 Technology 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYBT icon
51
Stock Yards Bancorp
SYBT
$1.95B
$110K 0.07%
1,575
VV icon
52
Vanguard Large-Cap ETF
VV
$45.1B
$109K 0.07%
353
AEE icon
53
Ameren
AEE
$30.4B
$109K 0.07%
1,041
IOO icon
54
iShares Global 100 ETF
IOO
$7.6B
$101K 0.06%
845
WPC icon
55
W.P. Carey
WPC
$15.3B
$101K 0.06%
1,489
IEFA icon
56
iShares Core MSCI EAFE ETF
IEFA
$170B
$94.8K 0.06%
1,086
-120
IVE icon
57
iShares S&P 500 Value ETF
IVE
$46.6B
$92.9K 0.06%
450
AAPL icon
58
Apple
AAPL
$3.73T
$83.3K 0.05%
327
FTC icon
59
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.15B
$69.9K 0.04%
435
KMI icon
60
Kinder Morgan
KMI
$74.6B
$39.6K 0.02%
1,400
CVS icon
61
CVS Health
CVS
$91.4B
$37.7K 0.02%
500
VO icon
62
Vanguard Mid-Cap ETF
VO
$91.3B
$37.3K 0.02%
127
D icon
63
Dominion Energy
D
$54.3B
$36.7K 0.02%
600
EEM icon
64
iShares MSCI Emerging Markets ETF
EEM
$25.1B
$35.9K 0.02%
673
DFAX icon
65
Dimensional World ex US Core Equity 2 ETF
DFAX
$10.8B
$35.6K 0.02%
1,134
-3
RDVY icon
66
First Trust Rising Dividend Achievers ETF
RDVY
$19.8B
$29.2K 0.02%
+434
DEHP icon
67
Dimensional Emerging Markets High Profitability ETF
DEHP
$353M
$27.9K 0.02%
915
UNH icon
68
UnitedHealth
UNH
$246B
$27.6K 0.02%
80
SCHF icon
69
Schwab International Equity ETF
SCHF
$58B
$27.3K 0.02%
1,174
TMO icon
70
Thermo Fisher Scientific
TMO
$183B
$26.7K 0.02%
55
FTEC icon
71
Fidelity MSCI Information Technology Index ETF
FTEC
$15.1B
$19.8K 0.01%
89
FTCS icon
72
First Trust Capital Strength ETF
FTCS
$7.86B
$19.6K 0.01%
+209
AGG icon
73
iShares Core US Aggregate Bond ETF
AGG
$139B
$16.4K 0.01%
164
+77
SCHA icon
74
Schwab U.S Small- Cap ETF
SCHA
$19.8B
$15.7K 0.01%
562
PCG icon
75
PG&E
PCG
$38.6B
$13.9K 0.01%
924
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