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
$179M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.18M
3
+$3.02M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$1.76M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Top Sells

1
+$5.86M
2
+$5.82M
3
+$5.3M
4
WBND
Western Asset Total Return ETF
WBND
+$3.77M
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$3.7M

Sector Composition

1 Industrials 2.73%
2 Financials 2.71%
3 Technology 2.44%
4 Consumer Staples 2.38%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17K 0.01%
554
+3
252
$16K 0.01%
375
253
$16K 0.01%
264
254
$16K 0.01%
316
255
$16K 0.01%
162
+1
256
$16K 0.01%
+237
257
$16K 0.01%
275
258
$16K 0.01%
533
259
$16K 0.01%
805
-50
260
$16K 0.01%
523
261
$15K 0.01%
824
262
$15K 0.01%
387
+2
263
$15K 0.01%
+467
264
$15K 0.01%
2,100
-100
265
$15K 0.01%
271
-123
266
$14K 0.01%
+131
267
$14K 0.01%
464
268
$14K 0.01%
800
269
$14K 0.01%
669
-408
270
$13K 0.01%
+962
271
$13K 0.01%
376
+1
272
$13K 0.01%
350
273
$13K 0.01%
163
+2
274
$13K 0.01%
+61
275
$13K 0.01%
479
+2
9 10
11
12 13