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
$161M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$12.4M
3
+$4.44M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.31M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.06M

Top Sells

1
+$4.4M
2
+$4.39M
3
+$3.86M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$2.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.34M

Sector Composition

1 Financials 5.53%
2 Technology 3.74%
3 Industrials 3.44%
4 Consumer Discretionary 2.89%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9K 0.01%
343
+1
252
$9K 0.01%
75
+8
253
$9K 0.01%
528
254
$9K 0.01%
600
255
$8K 0.01%
32
-1
256
$8K 0.01%
336
257
$8K 0.01%
35
258
$8K 0.01%
100
259
$8K 0.01%
76
260
$8K 0.01%
163
261
$8K 0.01%
106
-51
262
$8K 0.01%
200
263
$8K 0.01%
326
264
$8K 0.01%
112
265
$8K 0.01%
1,375
266
$7K ﹤0.01%
30
267
$7K ﹤0.01%
52
268
$7K ﹤0.01%
20
269
$7K ﹤0.01%
+462
270
$7K ﹤0.01%
135
271
$7K ﹤0.01%
79
272
$7K ﹤0.01%
100
273
$6K ﹤0.01%
150
274
$6K ﹤0.01%
100
275
$6K ﹤0.01%
122
9 10
11
12 13