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
251
$6K 0.01%
+171
252
$6K 0.01%
+113
253
$6K 0.01%
+100
254
$6K 0.01%
+52
255
$6K 0.01%
+98
256
$6K 0.01%
+384
257
$6K 0.01%
+20
258
$6K 0.01%
+112
259
$6K 0.01%
+120
260
$6K 0.01%
+600
261
$5K ﹤0.01%
+178
262
$5K ﹤0.01%
+96
263
$5K ﹤0.01%
+126
264
$5K ﹤0.01%
+212
265
$5K ﹤0.01%
+100
266
$5K ﹤0.01%
+74
267
$5K ﹤0.01%
+61
268
$5K ﹤0.01%
+714
269
$5K ﹤0.01%
+528
270
$5K ﹤0.01%
+35
271
$5K ﹤0.01%
+27
272
$5K ﹤0.01%
+150
273
$5K ﹤0.01%
+336
274
$5K ﹤0.01%
+102
275
$5K ﹤0.01%
+76
9 10
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