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
$107M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$3.03M
3
+$2.75M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.31M
5
SPVU icon
Invesco S&P 500 Enhanced Value ETF
SPVU
+$947K

Top Sells

1
+$740K
2
+$248K
3
+$246K
4
NYT icon
New York Times
NYT
+$239K
5
CNI icon
Canadian National Railway
CNI
+$236K

Sector Composition

1 Technology 5.17%
2 Consumer Discretionary 4.79%
3 Industrials 4.22%
4 Consumer Staples 3.77%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3K ﹤0.01%
+3
302
$3K ﹤0.01%
+509
303
$3K ﹤0.01%
+119
304
$3K ﹤0.01%
+300
305
$3K ﹤0.01%
+125
306
$3K ﹤0.01%
+200
307
$2K ﹤0.01%
+17
308
$2K ﹤0.01%
+100
309
$2K ﹤0.01%
+49
310
$2K ﹤0.01%
+50
311
$2K ﹤0.01%
+100
312
$2K ﹤0.01%
+24
313
$2K ﹤0.01%
+6
314
$2K ﹤0.01%
+135
315
$2K ﹤0.01%
+144
316
$2K ﹤0.01%
+38
317
$2K ﹤0.01%
+32
318
$2K ﹤0.01%
+60
319
$2K ﹤0.01%
+7
320
$2K ﹤0.01%
+66
321
$2K ﹤0.01%
+608
322
$2K ﹤0.01%
+71
323
$2K ﹤0.01%
+25
324
$1K ﹤0.01%
+110
325
$1K ﹤0.01%
6
-994
11 12
13
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