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
$231M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.95M
3
+$4.68M
4
WBND
Western Asset Total Return ETF
WBND
+$4.09M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.55M

Top Sells

1
+$1.94M
2
+$1.13M
3
+$585K
4
CCD
Calamos Dynamic Convertible & Income Fund
CCD
+$563K
5
PGX icon
Invesco Preferred ETF
PGX
+$542K

Sector Composition

1 Financials 3.81%
2 Technology 3.8%
3 Industrials 2.65%
4 Communication Services 2.11%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$19K 0.01%
352
-27
252
$19K 0.01%
267
253
$19K 0.01%
260
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254
$19K 0.01%
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255
$18K 0.01%
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256
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258
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+559
259
$18K 0.01%
580
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260
$18K 0.01%
452
261
$17K 0.01%
387
262
$17K 0.01%
396
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263
$17K 0.01%
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264
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265
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266
$17K 0.01%
738
267
$17K 0.01%
275
268
$17K 0.01%
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269
$17K 0.01%
298
270
$17K 0.01%
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271
$16K 0.01%
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272
$16K 0.01%
276
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273
$16K 0.01%
2,517
274
$16K 0.01%
560
275
$16K 0.01%
+533
9 10
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