PFA

Pillar Financial Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 8.89%
This Quarter Est. Return
1 Year Est. Return
+8.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.1M
3
+$811K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$790K
5
CNS icon
Cohen & Steers
CNS
+$624K

Top Sells

1
+$563K
2
+$40.8K
3
+$32.7K
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$30.9K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$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 Change
in Stake 		Capital Flow
76
$9.74K 0.01%
441
77
$9.04K 0.01%
396
78
$8.74K 0.01%
128
79
$8.61K 0.01%
87
80
$7.9K 0.01%
166
81
$7.85K 0.01%
365
82
$6.67K 0.01%
83
83
$6.2K ﹤0.01%
36
84
$6.13K ﹤0.01%
930
85
$5.53K ﹤0.01%
+15
86
$5.46K ﹤0.01%
97
87
$4.66K ﹤0.01%
40
88
$4.18K ﹤0.01%
35
89
$3.64K ﹤0.01%
116
90
$3.55K ﹤0.01%
51
91
$3.48K ﹤0.01%
33
92
$3.06K ﹤0.01%
111
93
$2.95K ﹤0.01%
73
94
$2.92K ﹤0.01%
57
95
$2.87K ﹤0.01%
34
96
$2.67K ﹤0.01%
100
97
$2.46K ﹤0.01%
138
98
$2.06K ﹤0.01%
35
99
$1.79K ﹤0.01%
50
100
$1.68K ﹤0.01%
81
1 2 3
4
5