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
$127M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$750K
3
+$695K
4
CHGG icon
Chegg
CHGG
+$469K
5
RNG icon
RingCentral
RNG
+$432K

Top Sells

1
+$1.16M
2
+$840K
3
+$776K
4
AMT icon
American Tower
AMT
+$595K
5
MELI icon
Mercado Libre
MELI
+$495K

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%
214
227
$12K 0.01%
738
228
$12K 0.01%
298
229
$12K 0.01%
157
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$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%
464
238
$10K 0.01%
180
239
$10K 0.01%
133
240
$10K 0.01%
1,292
241
$10K 0.01%
675
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242
$10K 0.01%
523
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243
$9K 0.01%
300
244
$9K 0.01%
64
245
$9K 0.01%
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246
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171
248
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163
249
$9K 0.01%
149
250
$9K 0.01%
106
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10
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