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
$162M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$496K
3
+$482K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$224K
5
PSQ icon
ProShares Short QQQ
PSQ
+$217K

Top Sells

1
+$1.34M
2
+$1.26M
3
+$1.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.23M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.21M

Sector Composition

1 Financials 2.99%
2 Industrials 2.79%
3 Consumer Staples 2.69%
4 Technology 2.54%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16K 0.01%
1,340
+780
252
$15K 0.01%
533
253
$15K 0.01%
287
-673
254
$15K 0.01%
213
255
$15K 0.01%
264
256
$15K 0.01%
162
257
$15K 0.01%
351
258
$15K 0.01%
275
259
$15K 0.01%
260
260
$14K 0.01%
382
-37
261
$14K 0.01%
389
+2
262
$14K 0.01%
271
263
$14K 0.01%
464
264
$14K 0.01%
669
265
$13K 0.01%
469
+2
266
$13K 0.01%
2,100
267
$13K 0.01%
717
-88
268
$13K 0.01%
377
+1
269
$13K 0.01%
164
+1
270
$12K 0.01%
1,292
271
$12K 0.01%
387
272
$12K 0.01%
+70
273
$12K 0.01%
66
274
$12K 0.01%
699
-125
275
$12K 0.01%
157
-317
9 10
11
12 13