PFA

Pillar Financial Advisors Portfolio holdings

AUM $166M
1-Year Est. Return 13.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$675K
2
+$606K
3
+$502K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$422K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$196K

Top Sells

1
+$62K
2
+$50.8K
3
+$46.1K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$45.8K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$38.6K

Sector Composition

1 Financials 1.04%
2 Healthcare 0.14%
3 Utilities 0.1%
4 Real Estate 0.07%
5 Technology 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.63K 0.01%
87
77
$8.53K 0.01%
396
78
$8.19K 0.01%
128
79
$7.94K 0.01%
166
80
$7.72K 0.01%
365
81
$6.94K ﹤0.01%
36
82
$6.73K ﹤0.01%
930
83
$6.67K ﹤0.01%
83
84
$6.29K ﹤0.01%
97
85
$5.19K ﹤0.01%
40
86
$4.63K ﹤0.01%
35
87
$3.78K ﹤0.01%
51
88
$3.78K ﹤0.01%
116
89
$3.45K ﹤0.01%
33
90
$3.37K ﹤0.01%
73
91
$3.35K ﹤0.01%
111
92
$3.2K ﹤0.01%
34
93
$2.92K ﹤0.01%
57
94
$2.86K ﹤0.01%
100
95
$2.46K ﹤0.01%
138
96
$2.22K ﹤0.01%
35
97
$2.13K ﹤0.01%
50
98
$1.7K ﹤0.01%
200
99
$1.7K ﹤0.01%
81
100
$1.17K ﹤0.01%
50
1 2 3
4
5