PFA
Professional Financial Advisors Portfolio holdings
AUM
$431M
1-Year Return
11.26%
This Quarter Return
-0.86%
1 Year Return
+11.26%
3 Year Return
+48.41%
5 Year Return
+81.56%
10 Year Return
–
AUM
$175M
AUM Growth
-$6.98M
(-3.8%)
Cap. Flow
-$5.23M
Cap. Flow
% of AUM
-2.99%
Top 10 Holdings %
Top 10 Hldgs %
59.89%
Holding
448
New
29
Increased
119
Reduced
41
Closed
27
Top Buys
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$20.7M |
| 2 |
Invesco QQQ Trust
QQQ
|
$396K |
| 3 |
ServiceNow
NOW
|
$369K |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$362K |
| 5 |
Dynatrace
DT
|
$354K |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$20M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$7.95M |
| 3 |
Kornit Digital
KRNT
|
$451K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$430K |
| 5 |
Snowflake
SNOW
|
$418K |
Sector Composition
| 1 | Financials | 5.11% |
| 2 | Technology | 4.22% |
| 3 | Industrials | 2.82% |
| 4 | Consumer Staples | 2.78% |
| 5 | Communication Services | 2.7% |
