PFA

Professional Financial Advisors Portfolio holdings

AUM $490M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$408K
3
+$367K
4
NOW icon
ServiceNow
NOW
+$359K
5
V icon
Visa
V
+$354K

Top Sells

1
+$20.6M
2
+$8.18M
3
+$400K
4
SNOW icon
Snowflake
SNOW
+$381K
5
CONN
Conn's Inc.
CONN
+$364K

Sector Composition

1 Financials 5.11%
2 Technology 4.22%
3 Industrials 2.82%
4 Consumer Staples 2.78%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K 0.01%
200
252
$11K 0.01%
217
253
$11K 0.01%
187
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$11K 0.01%
301
+1
255
$11K 0.01%
74
-3,031
256
$11K 0.01%
157
+2
257
$11K 0.01%
200
258
$11K 0.01%
33
259
$10K 0.01%
239
260
$10K 0.01%
462
261
$10K 0.01%
82
262
$10K 0.01%
64
263
$10K 0.01%
78
+1
264
$10K 0.01%
66
265
$10K 0.01%
256
266
$10K 0.01%
32
-1,338
267
$10K 0.01%
75
268
$10K 0.01%
692
+10
269
$9K 0.01%
32
270
$9K 0.01%
336
271
$9K 0.01%
291
272
$9K 0.01%
185
273
$9K 0.01%
403
+3
274
$9K 0.01%
152
+1
275
$9K 0.01%
108
9 10
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