PFA

Pillar Financial Advisors Portfolio holdings

AUM $145M
This Quarter Est. Return
1 Year Est. Return
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
SCHX icon
76
Schwab US Large- Cap ETF
SCHX
$61.4B
$9.74K 0.01%
441
BLFS icon
77
BioLife Solutions
BLFS
$1.33B
$9.04K 0.01%
396
FHLC icon
78
Fidelity MSCI Health Care Index ETF
FHLC
$2.6B
$8.74K 0.01%
128
AGG icon
79
iShares Core US Aggregate Bond ETF
AGG
$133B
$8.61K 0.01%
87
SHM icon
80
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
$7.9K 0.01%
166
SCHH icon
81
Schwab US REIT ETF
SCHH
$8.43B
$7.85K 0.01%
365
MET icon
82
MetLife
MET
$52.4B
$6.67K 0.01%
83
VXF icon
83
Vanguard Extended Market ETF
VXF
$24.7B
$6.2K ﹤0.01%
36
AEG icon
84
Aegon
AEG
$11.5B
$6.13K ﹤0.01%
930
CHTR icon
85
Charter Communications
CHTR
$34.4B
$5.53K ﹤0.01%
+15
FCOM icon
86
Fidelity MSCI Communication Services Index ETF
FCOM
$1.81B
$5.46K ﹤0.01%
97
VT icon
87
Vanguard Total World Stock ETF
VT
$54.6B
$4.66K ﹤0.01%
40
ABNB icon
88
Airbnb
ABNB
$77.9B
$4.18K ﹤0.01%
35
NLOP
89
Net Lease Office Properties
NLOP
$435M
$3.64K ﹤0.01%
116
FNCL icon
90
Fidelity MSCI Financials Index ETF
FNCL
$2.32B
$3.55K ﹤0.01%
51
MUB icon
91
iShares National Muni Bond ETF
MUB
$40.4B
$3.48K ﹤0.01%
33
SCHE icon
92
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
$3.06K ﹤0.01%
111
VNQI icon
93
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$2.95K ﹤0.01%
73
FSTA icon
94
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.32B
$2.92K ﹤0.01%
57
FDIS icon
95
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.92B
$2.87K ﹤0.01%
34
DBX icon
96
Dropbox
DBX
$7.9B
$2.67K ﹤0.01%
100
NVCR icon
97
NovoCure
NVCR
$1.62B
$2.46K ﹤0.01%
138
EFV icon
98
iShares MSCI EAFE Value ETF
EFV
$27.4B
$2.06K ﹤0.01%
35
SCHC icon
99
Schwab International Small-Cap Equity ETF
SCHC
$5.31B
$1.79K ﹤0.01%
50
BKLN icon
100
Invesco Senior Loan ETF
BKLN
$6.71B
$1.68K ﹤0.01%
81