PFA
Pillar Financial Advisors Portfolio holdings
AUM
$159M
1-Year Est. Return
8.89%
1 Year Est. Return
+8.89%
AUM
$145M
AUM Growth
+$10.6M
(+7.9%)
Holding
111
Top Buys
| 1 | +$675K | |
| 2 | +$644K | |
| 3 | +$534K | |
| 4 |
Dimensional US Large Cap Value ETF
DFLV
|
+$442K |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$211K |
Top Sells
| 1 | +$62.6K | |
| 2 | +$51.2K | |
| 3 | +$50.9K | |
| 4 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$46.5K |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
+$41.5K |
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
Fifth Third Bancorp
FITB
$32.5B
| $946 | ﹤0.01% |
23
|
|
||
102
Brown-Forman Class B
BF.B
$12.2B
| $673 | ﹤0.01% |
25
|
|
||
|
COOP
103
DELISTED
Mr. Cooper
COOP
| $597 | ﹤0.01% |
4
|
|
||
104
Asana
ASAN
$2.59B
| $567 | ﹤0.01% |
42
|
|
||
105
Brighthouse Financial
BHF
$3.66B
| $377 | ﹤0.01% |
7
|
|
||
106
Peloton Interactive
PTON
$2.64B
| $243 | ﹤0.01% |
35
|
|
||
107
The Beachbody Company
BODI
$68.8M
| $54 | ﹤0.01% |
13
|
|
||
108
Unity
U
$17.5B
| $49 | ﹤0.01% |
2
|
|
||
109
Hewlett Packard
HPE
$28.6B
| $21 | ﹤0.01% |
1
|
|
||
110
Charter Communications
CHTR
$24.6B
| – | – |
-15
|
|
||
111
Elanco Animal Health
ELAN
$12.2B
| – | – |
-1,060
|
|