PFA
Pillar Financial Advisors Portfolio holdings
AUM $134M
This Quarter Return
-1.38%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$3.55M (+3%)
Cap. Flow
+$5.76M
Cap. Flow % of AUM
4.29%
Top 10 Holdings %Top 10 Hldgs %
73.79%
Holding
117
New
1
Increased
17
Reduced
20
Closed
6
Top Buys
| 1 | $1.36M | |
| 2 | $1.1M | |
| 3 | $811K | |
| 4 | $790K | |
| 5 | $624K |
Top Sells
| 1 | $563K | |
| 2 | $40.8K | |
| 3 | $32.7K | |
| 4 | $30.9K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $9.74K | 0.01% | 441 | – | – | |||
| $9.05K | 0.01% | 396 | – | – | |||
| $8.75K | 0.01% | 128 | – | – | |||
| $8.61K | 0.01% | 87 | – | – | |||
| $7.9K | 0.01% | 166 | – | – | |||
| $7.85K | 0.01% | 365 | – | – | |||
| $6.67K | 0.01% | 83 | – | – | |||
| $6.2K | ﹤0.01% | 36 | – | – | |||
| $6.13K | ﹤0.01% | 930 | – | – | |||
| $5.53K | ﹤0.01% | +15 | New | +$5.53K | |||
| $5.46K | ﹤0.01% | 97 | – | – | |||
| $4.66K | ﹤0.01% | 40 | – | – | |||
| $4.18K | ﹤0.01% | 35 | – | – | |||
| $3.64K | ﹤0.01% | 116 | – | – | |||
| $3.55K | ﹤0.01% | 51 | – | – | |||
| $3.48K | ﹤0.01% | 33 | – | – | |||
| $3.06K | ﹤0.01% | 111 | – | – | |||
| $2.95K | ﹤0.01% | 73 | – | – | |||
| $2.92K | ﹤0.01% | 57 | – | – | |||
| $2.87K | ﹤0.01% | 34 | – | – | |||
| $2.67K | ﹤0.01% | 100 | – | – | |||
| $2.46K | ﹤0.01% | 138 | – | – | |||
| $2.06K | ﹤0.01% | 35 | – | – | |||
| $1.79K | ﹤0.01% | 50 | – | – | |||
| $1.68K | ﹤0.01% | 81 | – | – |
