PFA

Professional Financial Advisors Portfolio holdings

AUM $475M
1-Year Est. Return 12.31%
This Quarter Est. Return
1 Year Est. Return
+12.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$3.03M
3
+$2.75M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.31M
5
SPVU icon
Invesco S&P 500 Enhanced Value ETF
SPVU
+$947K

Top Sells

1
+$740K
2
+$248K
3
+$246K
4
NYT icon
New York Times
NYT
+$239K
5
CNI icon
Canadian National Railway
CNI
+$236K

Sector Composition

1 Technology 5.17%
2 Consumer Discretionary 4.79%
3 Industrials 4.22%
4 Consumer Staples 3.77%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K 0.01%
+290
227
$10K 0.01%
+546
228
$10K 0.01%
+400
229
$9K 0.01%
+340
230
$9K 0.01%
+269
231
$9K 0.01%
+123
232
$9K 0.01%
+163
233
$9K 0.01%
+180
234
$8K 0.01%
+288
235
$8K 0.01%
+149
236
$8K 0.01%
+464
237
$8K 0.01%
+126
238
$7K 0.01%
+1,292
239
$7K 0.01%
+300
240
$7K 0.01%
+64
241
$7K 0.01%
+642
242
$7K 0.01%
+236
243
$7K 0.01%
+66
244
$7K 0.01%
+152
245
$7K 0.01%
+133
246
$7K 0.01%
+67
247
$7K 0.01%
+1,549
248
$7K 0.01%
+788
249
$6K 0.01%
+100
250
$6K 0.01%
+122
8 9
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