PFA

Pillar Financial Advisors Portfolio holdings

AUM $166M
1-Year Est. Return 13.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$675K
2
+$606K
3
+$502K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$422K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$196K

Top Sells

1
+$62K
2
+$50.8K
3
+$46.1K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$45.8K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$38.6K

Sector Composition

1 Financials 1.04%
2 Healthcare 0.14%
3 Utilities 0.1%
4 Real Estate 0.07%
5 Technology 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$946 ﹤0.01%
23
102
$673 ﹤0.01%
25
103
$597 ﹤0.01%
4
104
$567 ﹤0.01%
42
105
$377 ﹤0.01%
7
106
$243 ﹤0.01%
35
107
$54 ﹤0.01%
13
108
$49 ﹤0.01%
2
109
$21 ﹤0.01%
1
110
– –
-15
111
– –
-1,060
1 2 3 4
5