PFA
Presper Financial Architects Portfolio holdings
AUM
$134M
This Quarter Return
+8.85%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.59%
Holding
46
New
46
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR MSCI USA StrategicFactors ETF
QUS
|
$29.1M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$21.3M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$16.9M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$11.7M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$11.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.86% |
| 2 | Financials | 2.32% |
| 3 | Communication Services | 1.11% |
| 4 | Consumer Staples | 1.02% |
| 5 | Utilities | 0.58% |
