PFA
Pillar Financial Advisors Portfolio holdings
AUM $134M
This Quarter Return
-1.38%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$3.55M (+3%)
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 | $1.36M | |
| 2 | $1.1M | |
| 3 | $811K | |
| 4 | $790K | |
| 5 | $624K |
Top Sells
| 1 | $563K | |
| 2 | $40.8K | |
| 3 | $32.7K | |
| 4 | $30.9K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.64K | ﹤0.01% | 200 | – | – | |||
| $1.28K | ﹤0.01% | 50 | – | – | |||
| $902 | ﹤0.01% | 23 | – | – | |||
| $849 | ﹤0.01% | 25 | – | – | |||
| $612 | ﹤0.01% | 42 | – | – | |||
| $479 | ﹤0.01% | 4 | – | – | |||
| $406 | ﹤0.01% | 7 | – | – | |||
| $222 | ﹤0.01% | 35 | – | – | |||
| $98 | ﹤0.01% | 13 | – | – | |||
| $40 | ﹤0.01% | 2 | – | – | |||
| $16 | ﹤0.01% | 1 | – | – | |||
| – | – | -6 | Closed | -$394 | |||
| – | – | -1 | Closed | -$12 | |||
| – | – | -3 | Closed | -$102 | |||
| – | – | -4 | Closed | -$39 | |||
| – | – | -2 | Closed | -$228 | |||
| – | – | -320 | Closed | -$40.8K |
