PFA

Pillar Financial Advisors Portfolio holdings

AUM $145M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15.7M
3
+$14.5M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$11.5M
5
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.76%
2 Healthcare 0.17%
3 Utilities 0.1%
4 Technology 0.09%
5 Real Estate 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.71K ﹤0.01%
+81
102
$1.19K ﹤0.01%
+50
103
$973 ﹤0.01%
+23
104
$950 ﹤0.01%
+25
105
$852 ﹤0.01%
+42
106
$394 ﹤0.01%
+6
107
$385 ﹤0.01%
+4
108
$337 ﹤0.01%
+7
109
$305 ﹤0.01%
+35
110
$228 ﹤0.01%
+2
111
$102 ﹤0.01%
+3
112
$80 ﹤0.01%
+13
113
$45 ﹤0.01%
+2
114
$39 ﹤0.01%
+4
115
$22 ﹤0.01%
+1
116
$12 ﹤0.01%
+1
1 2 3 4
5