PFA

Pillar Financial Advisors Portfolio holdings

AUM $145M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15.7M
3
+$14.5M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$11.5M
5
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.76%
2 Healthcare 0.17%
3 Utilities 0.1%
4 Technology 0.09%
5 Real Estate 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.6M 12.74%
+255,825
2
$15.7M 12.05%
+246,897
3
$14.5M 11.11%
+354,714
4
$11.5M 8.82%
+445,731
5
$9.49M 7.27%
+187,614
6
$8.59M 6.58%
+154,335
7
$6.71M 5.14%
+223,544
8
$4.79M 3.66%
+205,700
9
$3.77M 2.89%
+122,510
10
$3.63M 2.78%
+73,137
11
$3.39M 2.6%
+9,880
12
$3.09M 2.37%
+118,019
13
$2.69M 2.06%
+13,568
14
$2.65M 2.03%
+74,622
15
$2.62M 2.01%
+55,894
16
$2.61M 2%
+9,334
17
$2.48M 1.9%
+14,664
18
$1.76M 1.35%
+23,515
19
$902K 0.69%
+30,884
20
$880K 0.67%
+11,286
21
$813K 0.62%
+18,459
22
$798K 0.61%
+16,690
23
$760K 0.58%
+7,586
24
$738K 0.56%
+1,798
25
$623K 0.48%
+12,870
1
2 3 4 5