PFA
Professional Financial Advisors Portfolio holdings
AUM
$431M
1-Year Return
11.26%
This Quarter Return
-12.96%
1 Year Return
+11.26%
3 Year Return
+48.41%
5 Year Return
+81.56%
10 Year Return
–
AUM
$179M
AUM Growth
-$52.6M
(-23%)
Cap. Flow
-$22M
Cap. Flow
% of AUM
-12.27%
Top 10 Holdings %
Top 10 Hldgs %
55.41%
Holding
529
New
33
Increased
116
Reduced
99
Closed
37
Top Buys
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$7.04M |
| 2 |
WisdomTree US Efficient Core Fund
NTSX
|
+$3.18M |
| 3 |
ProShares Ultra S&P500
SSO
|
+$3.02M |
| 4 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
+$1.76M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$1.36M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$5.86M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$5.82M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
+$5.3M |
| 4 |
WBND
Western Asset Total Return ETF
WBND
|
+$3.77M |
| 5 |
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% |
