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
$127M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$750K
3
+$695K
4
CHGG icon
Chegg
CHGG
+$469K
5
RNG icon
RingCentral
RNG
+$432K

Top Sells

1
+$1.16M
2
+$840K
3
+$776K
4
AMT icon
American Tower
AMT
+$595K
5
MELI icon
Mercado Libre
MELI
+$495K

Sector Composition

1 Technology 5.36%
2 Financials 4.4%
3 Industrials 3.93%
4 Consumer Staples 3.84%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
+338
277
$6K ﹤0.01%
76
278
$6K ﹤0.01%
100
279
$6K ﹤0.01%
52
280
$6K ﹤0.01%
150
281
$6K ﹤0.01%
+100
282
$6K ﹤0.01%
35
283
$6K ﹤0.01%
714
284
$5K ﹤0.01%
100
285
$5K ﹤0.01%
61
286
$5K ﹤0.01%
111
287
$5K ﹤0.01%
22
-1,487
288
$5K ﹤0.01%
80
289
$5K ﹤0.01%
16
-669
290
$5K ﹤0.01%
1,375
291
$5K ﹤0.01%
788
292
$5K ﹤0.01%
55
293
$5K ﹤0.01%
74
294
$5K ﹤0.01%
135
-5
295
$5K ﹤0.01%
101
+1
296
$5K ﹤0.01%
214
+2
297
$5K ﹤0.01%
120
298
$4K ﹤0.01%
260
299
$4K ﹤0.01%
53
300
$4K ﹤0.01%
134
10 11
12
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