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
$162M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$496K
3
+$482K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$224K
5
PSQ icon
ProShares Short QQQ
PSQ
+$217K

Top Sells

1
+$1.34M
2
+$1.26M
3
+$1.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.23M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.21M

Sector Composition

1 Financials 2.99%
2 Industrials 2.79%
3 Consumer Staples 2.69%
4 Technology 2.54%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K 0.01%
462
277
$11K 0.01%
+430
278
$11K 0.01%
987
+25
279
$11K 0.01%
108
280
$11K 0.01%
350
281
$11K 0.01%
277
+4
282
$11K 0.01%
+74
283
$10K 0.01%
90
-41
284
$10K 0.01%
120
285
$10K 0.01%
+200
286
$10K 0.01%
135
287
$10K 0.01%
82
288
$10K 0.01%
336
289
$10K 0.01%
64
290
$10K 0.01%
100
291
$10K 0.01%
306
-32
292
$10K 0.01%
217
293
$10K 0.01%
2,555
+20
294
$10K 0.01%
79
295
$10K 0.01%
75
296
$10K 0.01%
+103
297
$10K 0.01%
189
298
$10K 0.01%
311
+5
299
$9K 0.01%
60
300
$9K 0.01%
193
10 11
12
13 14