PFA

Professional Financial Advisors Portfolio holdings

AUM $490M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$408K
3
+$367K
4
NOW icon
ServiceNow
NOW
+$359K
5
V icon
Visa
V
+$354K

Top Sells

1
+$20.6M
2
+$8.18M
3
+$400K
4
SNOW icon
Snowflake
SNOW
+$381K
5
CONN
Conn's Inc.
CONN
+$364K

Sector Composition

1 Financials 5.11%
2 Technology 4.22%
3 Industrials 2.82%
4 Consumer Staples 2.78%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K 0.01%
288
277
$9K 0.01%
348
+3
278
$9K 0.01%
36
279
$9K 0.01%
112
280
$9K 0.01%
600
281
$9K 0.01%
1,375
282
$8K ﹤0.01%
738
+9
283
$8K ﹤0.01%
326
284
$8K ﹤0.01%
528
285
$8K ﹤0.01%
100
286
$8K ﹤0.01%
277
287
$8K ﹤0.01%
100
288
$8K ﹤0.01%
163
289
$8K ﹤0.01%
106
290
$8K ﹤0.01%
600
291
$7K ﹤0.01%
18
-11
292
$7K ﹤0.01%
60
293
$7K ﹤0.01%
119
294
$7K ﹤0.01%
76
295
$7K ﹤0.01%
79
296
$7K ﹤0.01%
+20
297
$7K ﹤0.01%
714
298
$7K ﹤0.01%
62
+29
299
$6K ﹤0.01%
260
300
$6K ﹤0.01%
150
10 11
12
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