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
1
$19.4M 12.18%
267,759
+5,624
2
$19.4M 12.15%
282,677
+3,516
3
$17M 10.66%
517,751
+17,808
4
$15.7M 9.86%
351,401
-2,367
5
$14.3M 8.97%
281,265
+58,583
6
$8.96M 5.63%
153,923
-384
7
$8.89M 5.58%
270,195
+14,055
8
$6.54M 4.11%
274,090
+45,676
9
$5.39M 3.38%
169,260
+10,413
10
$4.5M 2.83%
140,256
+8,195
11
$3.89M 2.44%
48,355
-350
12
$3.83M 2.41%
76,602
+928
13
$3.41M 2.14%
73,864
-388
14
$3M 1.88%
16,064
+406
15
$2.82M 1.77%
13,500
-50
16
$2.7M 1.7%
9,073
-35
17
$1.96M 1.23%
40,569
-2,518
18
$1.83M 1.15%
23,430
+8
19
$1.09M 0.69%
30,071
-271
20
$1.04M 0.66%
17,415
21
$928K 0.58%
17,125
-300
22
$919K 0.58%
14,008
23
$869K 0.55%
8,521
+1,015
24
$848K 0.53%
10,608
-180
25
$808K 0.51%
10,113
-379
1
2 3 4 5