PFA
Professional Financial Advisors Portfolio holdings
AUM
$431M
1-Year Return
11.26%
This Quarter Return
+9.61%
1 Year Return
+11.26%
3 Year Return
+48.41%
5 Year Return
+81.56%
10 Year Return
–
AUM
$107M
AUM Growth
+$31M
(+41%)
Cap. Flow
+$27.3M
Cap. Flow
% of AUM
25.44%
Top 10 Holdings %
Top 10 Hldgs %
49.71%
Holding
361
New
294
Increased
25
Reduced
30
Closed
10
Top Buys
| 1 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$7.83M |
| 2 |
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
|
$3.03M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$2.75M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.32M |
| 5 |
Invesco S&P 500 Enhanced Value ETF
SPVU
|
$947K |
Top Sells
| 1 |
Invesco Preferred ETF
PGX
|
$740K |
| 2 |
Okta
OKTA
|
$248K |
| 3 |
InterDigital
IDCC
|
$246K |
| 4 |
New York Times
NYT
|
$239K |
| 5 |
Canadian National Railway
CNI
|
$236K |
Sector Composition
| 1 | Technology | 5.17% |
| 2 | Consumer Discretionary | 4.79% |
| 3 | Industrials | 4.22% |
| 4 | Consumer Staples | 3.77% |
| 5 | Communication Services | 3.09% |
