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
$162M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$496K
3
+$482K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$224K
5
PSQ icon
ProShares Short QQQ
PSQ
+$217K

Top Sells

1
+$1.34M
2
+$1.26M
3
+$1.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.23M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.21M

Sector Composition

1 Financials 2.99%
2 Industrials 2.79%
3 Consumer Staples 2.69%
4 Technology 2.54%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.01%
795
227
$19K 0.01%
341
+187
228
$19K 0.01%
800
229
$19K 0.01%
346
+17
230
$19K 0.01%
+500
231
$19K 0.01%
965
-1,070
232
$19K 0.01%
673
+150
233
$18K 0.01%
1,331
234
$18K 0.01%
704
+3
235
$18K 0.01%
452
236
$18K 0.01%
367
+2
237
$18K 0.01%
419
+1
238
$18K 0.01%
517
239
$18K 0.01%
738
240
$18K 0.01%
559
+2
241
$18K 0.01%
1,060
+4
242
$17K 0.01%
894
243
$17K 0.01%
300
244
$17K 0.01%
1,200
245
$17K 0.01%
343
+1
246
$17K 0.01%
557
+3
247
$16K 0.01%
351
248
$16K 0.01%
318
+2
249
$16K 0.01%
237
250
$16K 0.01%
279
+2
8 9
10
11 12