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
$175M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$396K
3
+$369K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$362K
5
DT icon
Dynatrace
DT
+$354K

Top Sells

1
+$20M
2
+$7.95M
3
+$451K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$430K
5
SNOW icon
Snowflake
SNOW
+$418K

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%
348
+3
277
$9K 0.01%
36
278
$9K 0.01%
112
279
$9K 0.01%
600
280
$9K 0.01%
32
281
$9K 0.01%
336
282
$8K ﹤0.01%
600
283
$8K ﹤0.01%
100
284
$8K ﹤0.01%
277
285
$8K ﹤0.01%
100
286
$8K ﹤0.01%
163
287
$8K ﹤0.01%
106
288
$8K ﹤0.01%
738
+9
289
$8K ﹤0.01%
528
290
$8K ﹤0.01%
326
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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