PFA

Professional Financial Advisors Portfolio holdings

AUM $490M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$699K
3
+$660K
4
CHGG icon
Chegg
CHGG
+$413K
5
BABA icon
Alibaba
BABA
+$381K

Top Sells

1
+$1.08M
2
+$666K
3
+$652K
4
PDD icon
Pinduoduo
PDD
+$544K
5
MELI icon
Mercado Libre
MELI
+$399K

Sector Composition

1 Technology 5.36%
2 Financials 4.4%
3 Industrials 3.93%
4 Consumer Staples 3.84%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K 0.01%
157
227
$12K 0.01%
214
228
$12K 0.01%
738
229
$12K 0.01%
298
230
$12K 0.01%
65
-4,552
231
$12K 0.01%
240
+1
232
$12K 0.01%
299
+1
233
$12K 0.01%
269
234
$11K 0.01%
123
235
$11K 0.01%
152
236
$11K 0.01%
64
+1
237
$10K 0.01%
180
238
$10K 0.01%
523
-23
239
$10K 0.01%
1,292
240
$10K 0.01%
464
241
$10K 0.01%
133
242
$10K 0.01%
675
+33
243
$9K 0.01%
300
244
$9K 0.01%
64
245
$9K 0.01%
288
246
$9K 0.01%
236
247
$9K 0.01%
171
248
$9K 0.01%
163
249
$9K 0.01%
149
250
$9K 0.01%
106
+6
8 9
10
11 12