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
$232M
AUM Growth
+$338K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$5.54M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.94M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$3.28M

Top Sells

1
+$8.82M
2
+$5.95M
3
+$2.59M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.15M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$830K

Sector Composition

1 Financials 3.15%
2 Industrials 2.73%
3 Technology 2.3%
4 Consumer Staples 1.85%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$18K 0.01%
+137
252
$18K 0.01%
1,471
-85
253
$18K 0.01%
462
254
$17K 0.01%
264
255
$17K 0.01%
276
256
$17K 0.01%
275
257
$17K 0.01%
523
258
$16K 0.01%
387
259
$16K 0.01%
60
260
$16K 0.01%
316
261
$16K 0.01%
350
262
$16K 0.01%
533
263
$16K 0.01%
145
-5,460
264
$16K 0.01%
477
265
$16K 0.01%
504
266
$15K 0.01%
338
267
$15K 0.01%
464
268
$15K 0.01%
560
269
$15K 0.01%
346
+240
270
$15K 0.01%
658
-644
271
$14K 0.01%
1,292
272
$14K 0.01%
375
-808
273
$14K 0.01%
300
274
$14K 0.01%
228
-39
275
$14K 0.01%
161
+2
9 10
11
12 13