PFA
Pillar Financial Advisors Portfolio holdings
AUM
$145M
This Quarter Return
-1.38%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$3.55M
(+2.7%)
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 |
Dimensional International Core Equity 2 ETF
DFIC
|
$1.36M |
| 2 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
$1.1M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$811K |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
$790K |
| 5 |
Cohen & Steers
CNS
|
$624K |
Top Sells
| 1 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
$563K |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$40.8K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$32.7K |
| 4 |
iShares GNMA Bond ETF
GNMA
|
$30.9K |
| 5 |
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% |
