PFA
Pillar Financial Advisors Portfolio holdings
AUM
$145M
This Quarter Return
-1.56%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
–
Cap. Flow
+$131M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.03%
Holding
116
New
116
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Small Cap ETF
DFAS
|
$16.6M |
| 2 |
Dimensional US Equity ETF
DFUS
|
$15.7M |
| 3 |
Dimensional US Marketwide Value ETF
DFUV
|
$14.5M |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
$11.5M |
| 5 |
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% |
