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
$127M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$750K
3
+$695K
4
CHGG icon
Chegg
CHGG
+$469K
5
RNG icon
RingCentral
RNG
+$432K

Top Sells

1
+$1.16M
2
+$840K
3
+$776K
4
AMT icon
American Tower
AMT
+$595K
5
MELI icon
Mercado Libre
MELI
+$495K

Sector Composition

1 Technology 5.36%
2 Financials 4.4%
3 Industrials 3.93%
4 Consumer Staples 3.84%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
40
302
$4K ﹤0.01%
306
303
$4K ﹤0.01%
20
304
$4K ﹤0.01%
509
305
$4K ﹤0.01%
119
306
$4K ﹤0.01%
300
307
$4K ﹤0.01%
200
308
$4K ﹤0.01%
125
309
$4K ﹤0.01%
202
+2
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$3K ﹤0.01%
144
311
$3K ﹤0.01%
+55
312
$3K ﹤0.01%
608
313
$3K ﹤0.01%
149
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$3K ﹤0.01%
3
315
$3K ﹤0.01%
+132
316
$3K ﹤0.01%
71
317
$3K ﹤0.01%
25
318
$2K ﹤0.01%
+150
319
$2K ﹤0.01%
6
320
$2K ﹤0.01%
37
-1
321
$2K ﹤0.01%
32
322
$2K ﹤0.01%
60
323
$2K ﹤0.01%
7
324
$2K ﹤0.01%
22
+5
325
$2K ﹤0.01%
67
+1
11 12
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14 15