PFA

Professional Financial Advisors Portfolio holdings

AUM $491M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.66%
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
+$16M
2
+$12M
3
+$4.35M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.22M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.11M

Top Sells

1
+$4.35M
2
+$4.28M
3
+$3.8M
4
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$2.84M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.29M

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%
27
252
$9K 0.01%
291
+3
253
$9K 0.01%
185
-174
254
$9K 0.01%
600
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32
-1
256
$8K 0.01%
336
257
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35
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100
259
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76
260
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163
261
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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%
79
267
$7K ﹤0.01%
135
268
$7K ﹤0.01%
100
269
$7K ﹤0.01%
30
270
$7K ﹤0.01%
52
271
$7K ﹤0.01%
160
272
$7K ﹤0.01%
+462
273
$6K ﹤0.01%
150
274
$6K ﹤0.01%
100
275
$6K ﹤0.01%
122
9 10
11
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