PFA
Presper Financial Architects Portfolio holdings
AUM
$177M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$172M
AUM Growth
+$38M
(+28%)
Holding
51
Top Buys
| 1 | +$26.4M | |
| 2 | +$21.1M | |
| 3 | +$4.47M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$3.32M |
| 5 |
Fidelity Small-Mid Multifactor ETF
FSMD
|
+$2.85M |
Top Sells
| 1 | +$16.8M | |
| 2 | +$4.23M | |
| 3 | +$4.09M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.55M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$805K |
Sector Composition
| 1 | Technology | 3.44% |
| 2 | Financials | 1.87% |
| 3 | Communication Services | 0.84% |
| 4 | Consumer Staples | 0.79% |
| 5 | Utilities | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Yum! Brands
YUM
$43B
| $207K | 0.12% |
1,363
+16
|
|