PFA

Pillar Financial Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 8.89%
This Quarter Est. Return
1 Year Est. Return
+8.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.1M
3
+$811K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$790K
5
CNS icon
Cohen & Steers
CNS
+$624K

Top Sells

1
+$563K
2
+$40.8K
3
+$32.7K
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$30.9K
5
VO icon
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
$1.64K ﹤0.01%
200
102
$1.28K ﹤0.01%
50
103
$902 ﹤0.01%
23
104
$849 ﹤0.01%
25
105
$612 ﹤0.01%
42
106
$479 ﹤0.01%
4
107
$406 ﹤0.01%
7
108
$222 ﹤0.01%
35
109
$98 ﹤0.01%
13
110
$40 ﹤0.01%
2
111
$16 ﹤0.01%
1
112
– –
-2
113
– –
-6
114
– –
-1
115
– –
-3
116
– –
-4
117
– –
-320
1 2 3 4
5