PFA

Pillar Financial Advisors Portfolio holdings

AUM $171M
1-Year Est. Return 16.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.51%
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
51
$110K 0.07%
1,575
52
$109K 0.07%
353
53
$109K 0.07%
1,041
54
$101K 0.06%
845
55
$101K 0.06%
1,489
56
$94.8K 0.06%
1,086
-120
57
$92.9K 0.06%
450
58
$83.3K 0.05%
327
59
$69.9K 0.04%
435
60
$39.6K 0.02%
1,400
61
$37.7K 0.02%
500
62
$37.3K 0.02%
508
63
$36.7K 0.02%
600
64
$35.9K 0.02%
673
65
$35.6K 0.02%
1,134
-3
66
$29.2K 0.02%
+434
67
$27.9K 0.02%
915
68
$27.6K 0.02%
80
69
$27.3K 0.02%
1,174
70
$26.7K 0.02%
55
71
$19.8K 0.01%
89
72
$19.6K 0.01%
+209
73
$16.4K 0.01%
164
+77
74
$15.7K 0.01%
562
75
$13.9K 0.01%
924
1 2
3
4 5