PFA

Professional Financial Advisors Portfolio holdings

AUM $490M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.44%
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
+$986K
2
+$699K
3
+$660K
4
CHGG icon
Chegg
CHGG
+$413K
5
BABA icon
Alibaba
BABA
+$381K

Top Sells

1
+$1.08M
2
+$666K
3
+$652K
4
PDD icon
Pinduoduo
PDD
+$544K
5
MELI icon
Mercado Libre
MELI
+$399K

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
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306
303
$4K ﹤0.01%
509
304
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119
305
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300
306
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200
307
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125
308
$4K ﹤0.01%
20
309
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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%
25
317
$3K ﹤0.01%
71
318
$2K ﹤0.01%
100
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$2K ﹤0.01%
24
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$2K ﹤0.01%
+75
321
$2K ﹤0.01%
6
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$2K ﹤0.01%
37
-1
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$2K ﹤0.01%
32
324
$2K ﹤0.01%
60
325
$2K ﹤0.01%
7
11 12
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14 15