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
251
$9K 0.01%
+286
252
$9K 0.01%
342
+2
253
$9K 0.01%
67
254
$9K 0.01%
600
255
$8K 0.01%
466
256
$8K 0.01%
326
257
$8K 0.01%
528
258
$8K 0.01%
1,549
259
$8K 0.01%
66
260
$7K 0.01%
33
-2,803
261
$7K 0.01%
336
262
$7K 0.01%
178
263
$7K 0.01%
27
264
$7K 0.01%
100
265
$7K 0.01%
76
266
$7K 0.01%
+100
267
$7K 0.01%
4
-283
268
$7K 0.01%
30
-1,515
269
$7K 0.01%
98
270
$7K 0.01%
20
271
$7K 0.01%
112
272
$7K 0.01%
120
273
$6K ﹤0.01%
122
274
$6K ﹤0.01%
103
+1
275
$6K ﹤0.01%
79
9 10
11
12 13