PFA

Pillar Financial Advisors Portfolio holdings

AUM $171M
1-Year Est. Return 16.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.08M
3
+$568K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$450K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$392K

Top Sells

1
+$121K
2
+$103K
3
+$49.7K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$32.9K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$30.1K

Sector Composition

1 Financials 0.84%
2 Healthcare 0.15%
3 Utilities 0.1%
4 Real Estate 0.07%
5 Technology 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.84K ﹤0.01%
57
102
$2.66K ﹤0.01%
+79
103
$2.38K ﹤0.01%
35
104
$2.32K ﹤0.01%
+5
105
$2.28K ﹤0.01%
50
106
$2.24K ﹤0.01%
+385
107
$1.78K ﹤0.01%
138
108
$1.7K ﹤0.01%
81
109
$1.24K ﹤0.01%
50
110
$1.02K ﹤0.01%
23
111
$844 ﹤0.01%
4
112
$677 ﹤0.01%
25
113
$562 ﹤0.01%
42
114
$372 ﹤0.01%
7
115
$315 ﹤0.01%
35
116
$81 ﹤0.01%
2
117
$77 ﹤0.01%
13
118
– –
-1
119
– –
-1,077
1 2 3 4
5