PFA

Professional Financial Advisors Portfolio holdings

AUM $491M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$338K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.6M
3
+$5.69M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.03M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$3.29M

Top Sells

1
+$9.22M
2
+$5.87M
3
+$2.65M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.12M
5
PGX icon
Invesco Preferred ETF
PGX
+$758K

Sector Composition

1 Financials 3.15%
2 Industrials 2.73%
3 Technology 2.3%
4 Consumer Staples 1.85%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14K 0.01%
216
-2,161
277
$14K 0.01%
320
+125
278
$14K 0.01%
600
279
$13K 0.01%
133
280
$13K 0.01%
212
-305
281
$13K 0.01%
108
-594
282
$13K 0.01%
270
-28
283
$13K 0.01%
256
284
$13K 0.01%
189
+186
285
$12K 0.01%
19
286
$12K 0.01%
82
287
$12K 0.01%
427
+27
288
$12K 0.01%
204
289
$12K 0.01%
185
290
$12K 0.01%
2,517
291
$12K 0.01%
120
+75
292
$12K 0.01%
40
-704
293
$11K ﹤0.01%
82
-88
294
$11K ﹤0.01%
112
295
$11K ﹤0.01%
64
296
$11K ﹤0.01%
293
+1
297
$11K ﹤0.01%
157
+81
298
$11K ﹤0.01%
191
299
$11K ﹤0.01%
302
+1
300
$11K ﹤0.01%
78
10 11
12
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