Professional Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$7.88M |
| 2 |
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
|
+$3.08M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$2.79M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$1.29M |
| 5 |
QVMT
Invesco S&P 500 Concentrated QVM ETF
QVMT
|
+$991K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco Preferred ETF
PGX
|
+$741K |
| 2 |
Okta
OKTA
|
+$248K |
| 3 |
InterDigital
IDCC
|
+$246K |
| 4 |
New York Times
NYT
|
+$239K |
| 5 |
Autodesk
ADSK
|
+$236K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.17% |
| 2 | Consumer Discretionary | 4.79% |
| 3 | Industrials | 4.22% |
| 4 | Consumer Staples | 3.77% |
| 5 | Communication Services | 3.09% |
Similar funds
Professional Financial Advisors's Q3 2020 Portfolio in Review
As of Q3 2020, Professional Financial Advisors held 361 positions worth $107M, up 41% from $76.2M the previous quarter. Its ten largest holdings account for 50% of the portfolio.
Professional Financial Advisors deployed $27.2M of net new capital in Q3 2020, opening 294 new positions and adding to 25 existing holdings. Its largest new stake was iShares MSCI EAFE Small-Cap ETF: 137,536 shares worth $7.83M.
By sector, the portfolio is most concentrated in Technology at 5.2% of assets, up from 4.6% a quarter earlier, followed by Consumer Discretionary and Industrials.
On the sell side, the largest reduction was Invesco Preferred ETF, an estimated $741K trimmed.
- Professional Financial Advisors's largest Q3 2020 buy was iShares MSCI EAFE Small-Cap ETF: 137,536 shares worth $7.83M.
- Professional Financial Advisors added most to Vanguard S&P 500 ETF in Q3 2020, an estimated $2.79M increase.
- Professional Financial Advisors's biggest Q3 2020 reduction was Invesco Preferred ETF, cutting an estimated $741K.
- Professional Financial Advisors fully exited Okta in Q3 2020, selling an estimated $248K.
- Professional Financial Advisors's ten largest holdings make up 50% of its $107M portfolio in Q3 2020.
- Professional Financial Advisors opened 294 new positions and closed 10 in Q3 2020.
- Professional Financial Advisors's portfolio value rose 41% quarter-over-quarter to $107M.
Based on Professional Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.