PFA
Pillar Financial Advisors Portfolio holdings
AUM
$145M
1 Year Est. Return
–
AUM
$134M
AUM Growth
+$3.55M
(+2.7%)
Holding
117
Top Buys
| 1 | +$1.36M | |
| 2 | +$1.1M | |
| 3 | +$811K | |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$790K |
| 5 |
Cohen & Steers
CNS
|
+$624K |
Top Sells
| 1 | +$563K | |
| 2 | +$40.8K | |
| 3 | +$32.7K | |
| 4 |
iShares GNMA Bond ETF
GNMA
|
+$30.9K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Kohl's
KSS
$1.81B
| $1.64K | ﹤0.01% |
200
|
|
||
102
Fidelity MSCI Energy Index ETF
FENY
$1.39B
| $1.28K | ﹤0.01% |
50
|
|
||
103
Fifth Third Bancorp
FITB
$27.6B
| $902 | ﹤0.01% |
23
|
|
||
104
Brown-Forman Class B
BF.B
$13.7B
| $849 | ﹤0.01% |
25
|
|
||
105
Asana
ASAN
$3.48B
| $612 | ﹤0.01% |
42
|
|
||
|
COOP
106
DELISTED
Mr. Cooper
COOP
| $479 | ﹤0.01% |
4
|
|
||
107
Brighthouse Financial
BHF
$2.66B
| $406 | ﹤0.01% |
7
|
|
||
108
Peloton Interactive
PTON
$3.21B
| $222 | ﹤0.01% |
35
|
|
||
109
The Beachbody Company
BODI
$38.6M
| $98 | ﹤0.01% |
13
|
|
||
110
Unity
U
$15.3B
| $40 | ﹤0.01% |
2
|
|
||
111
Hewlett Packard
HPE
$30.7B
| $16 | ﹤0.01% |
1
|
|
||
112
Phillips 66
PSX
$52.7B
| – | – |
-2
|
|
||
113
AstraZeneca
AZN
$258B
| – | – |
-6
|
|
||
114
Compass Minerals
CMP
$777M
| – | – |
-1
|
|
||
115
GSK
GSK
$88.3B
| – | – |
-3
|
|
||
116
Haleon
HLN
$41.5B
| – | – |
-4
|
|
||
117
Vanguard High Dividend Yield ETF
VYM
$65.3B
| – | – |
-320
|
|