PFA

Pillar Financial Advisors Portfolio holdings

AUM $171M
1-Year Est. Return 16.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.08M
3
+$568K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$450K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$392K

Top Sells

1
+$121K
2
+$103K
3
+$49.7K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$32.9K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$30.1K

Sector Composition

1 Financials 0.84%
2 Healthcare 0.15%
3 Utilities 0.1%
4 Real Estate 0.07%
5 Technology 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.7K 0.01%
+253
77
$11.6K 0.01%
441
78
$11K 0.01%
474
79
$10.6K 0.01%
+75
80
$10.1K 0.01%
396
81
$8.56K 0.01%
128
82
$8.01K 0.01%
166
83
$7.87K ﹤0.01%
365
84
$7.54K ﹤0.01%
36
85
$7.43K ﹤0.01%
930
86
$6.88K ﹤0.01%
97
87
$6.84K ﹤0.01%
83
88
$5.89K ﹤0.01%
+57
89
$5.59K ﹤0.01%
41
+1
90
$5.35K ﹤0.01%
+88
91
$4.25K ﹤0.01%
35
92
$3.9K ﹤0.01%
+56
93
$3.89K ﹤0.01%
51
94
$3.71K ﹤0.01%
111
95
$3.52K ﹤0.01%
33
96
$3.5K ﹤0.01%
34
97
$3.49K ﹤0.01%
73
98
$3.44K ﹤0.01%
116
99
$3.07K ﹤0.01%
200
100
$3.02K ﹤0.01%
100
1 2 3
4
5