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
$179M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.18M
3
+$3.02M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$1.76M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Top Sells

1
+$5.86M
2
+$5.82M
3
+$5.3M
4
WBND
Western Asset Total Return ETF
WBND
+$3.77M
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$3.7M

Sector Composition

1 Industrials 2.73%
2 Financials 2.71%
3 Technology 2.44%
4 Consumer Staples 2.38%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K 0.01%
1,292
277
$12K 0.01%
387
278
$12K 0.01%
108
279
$11K 0.01%
135
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280
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82
281
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338
282
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217
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283
$11K 0.01%
2,535
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284
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66
285
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273
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286
$11K 0.01%
+132
287
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189
288
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604
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289
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61
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290
$10K 0.01%
336
291
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292
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303
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293
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294
$10K 0.01%
154
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295
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296
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297
$10K 0.01%
120
298
$10K 0.01%
75
299
$10K 0.01%
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300
$10K 0.01%
1,471
10 11
12
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