PFA
Pillar Financial Advisors Portfolio holdings
AUM
$171M
1-Year Est. Return
16.51%
This Fund
S&P 500
1 Year Est. Return
+16.51%
AUM
$171M
AUM Growth
+$5.31M
(+3.2%)
Holding
113
Top Buys
| 1 | +$1.27M | |
| 2 | +$966K | |
| 3 | +$849K | |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$602K |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$422K |
Top Sells
| 1 | +$879K | |
| 2 | +$312K | |
| 3 | +$285K | |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
+$86.8K |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
+$83.6K |
Sector Composition
| 1 | Financials | 0.24% |
| 2 | Healthcare | 0.12% |
| 3 | Utilities | 0.11% |
| 4 | Real Estate | 0.06% |
| 5 | Technology | 0.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Brown-Forman Class B
BF.B
$12B
| $661 | ﹤0.01% |
25
|
|
||
102
Rocket Companies
RKT
$35.8B
| $627 | ﹤0.01% |
44
|
|
||
103
Brighthouse Financial
BHF
$3.6B
| $420 | ﹤0.01% |
7
|
|
||
104
Asana
ASAN
$1.81B
| $269 | ﹤0.01% |
42
|
|
||
105
Peloton Interactive
PTON
$2.5B
| $151 | ﹤0.01% |
35
|
|
||
106
The Beachbody Company
BODI
$73.7M
| $142 | ﹤0.01% |
13
|
|
||
107
Cohen & Steers
CNS
$3.8B
| – | – |
-14,008
|
|
||
108
iShares Core Universal USD Bond ETF
IUSB
$41.4B
| – | – |
-1
|
|
||
109
Vanguard Total International Bond ETF
BNDX
$81.6B
| – | – |
-11
|
|
||
|
SPYM
110
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
| – | – |
-147
|
|
||
111
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.4B
| – | – |
-41
|
|
||
112
Visa
V
$615B
| – | – |
-1
|
|
||
113
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.05B
| – | – |
-7
|
|