PFA
Portland Financial Advisors Portfolio holdings
AUM $39.1M
AUM
$39.1M
AUM Growth
+$1.92M (+5%)
Cap. Flow
+$2.23M
Cap. Flow % of AUM
5.71%
Top 10 Holdings %Top 10 Hldgs %
41.19%
Holding
66
New
2
Increased
24
Reduced
16
Closed
2
Top Buys
1 | $798K | |
2 | $435K | |
3 | $273K | |
4 | $164K | |
5 | $161K |
Top Sells
1 | $142K | |
2 | $81.1K | |
3 | $45.1K | |
4 | $44.2K | |
5 | $39.4K |
Sector Composition
1 | Real Estate | 4.99% |
2 | Financials | 4.5% |
3 | Technology | 1.68% |
4 | Communication Services | 1.23% |
5 | Energy | 1.16% |