PFA
Presper Financial Architects Portfolio holdings
AUM
$168M
1-Year Est. Return
12.94%
This Fund
S&P 500
1 Year Est. Return
+12.94%
AUM
$177M
AUM Growth
+$4.5M
(+2.6%)
Holding
56
Top Buys
| 1 | +$1.5M | |
| 2 | +$566K | |
| 3 | +$380K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$351K |
| 5 |
State Street SPDR MSCI USA StrategicFactors ETF
QUS
|
+$326K |
Top Sells
| 1 | +$269K | |
| 2 | +$256K | |
| 3 | +$240K | |
| 4 |
Southern Company
SO
|
+$216K |
| 5 |
PHK
PIMCO High Income Fund
PHK
|
+$202K |
Sector Composition
| 1 | Technology | 3.22% |
| 2 | Financials | 1.84% |
| 3 | Consumer Staples | 0.77% |
| 4 | Communication Services | 0.72% |
| 5 | Utilities | 0.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Yum! Brands
YUM
$43B
| $211K | 0.12% |
1,392
+29
|
|
||
52
Consolidated Edison
ED
$39.4B
| $208K | 0.12% |
2,098
|
|
||
53
TJX Companies
TJX
$172B
| $206K | 0.12% |
+1,344
|
|
||
54
NextEra Energy
NEE
$195B
| $205K | 0.12% |
+2,557
|
|
||
55
Verizon
VZ
$197B
| – | – |
-5,456
|
|
||
|
56
Southern Company
SO
$105B
| – | – |
-2,277
|
|