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
$231M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.95M
3
+$4.68M
4
WBND
Western Asset Total Return ETF
WBND
+$4.09M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.55M

Top Sells

1
+$1.94M
2
+$1.13M
3
+$585K
4
CCD
Calamos Dynamic Convertible & Income Fund
CCD
+$563K
5
PGX icon
Invesco Preferred ETF
PGX
+$542K

Sector Composition

1 Financials 3.81%
2 Technology 3.8%
3 Industrials 2.65%
4 Communication Services 2.11%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27K 0.01%
351
+2
227
$26K 0.01%
517
+2
228
$26K 0.01%
565
229
$26K 0.01%
+360
230
$25K 0.01%
235
231
$25K 0.01%
325
232
$24K 0.01%
375
233
$24K 0.01%
604
234
$24K 0.01%
142
235
$24K 0.01%
473
236
$24K 0.01%
+231
237
$23K 0.01%
85
238
$23K 0.01%
170
+1
239
$23K 0.01%
416
+1
240
$22K 0.01%
231
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241
$22K 0.01%
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242
$22K 0.01%
1,358
+4
243
$21K 0.01%
110
244
$21K 0.01%
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245
$21K 0.01%
549
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246
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247
$20K 0.01%
297
248
$20K 0.01%
338
249
$20K 0.01%
342
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250
$20K 0.01%
477
+238
8 9
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