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
$161M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12M
3
+$4.35M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.22M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.11M

Top Sells

1
+$4.35M
2
+$4.28M
3
+$3.8M
4
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$2.84M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.29M

Sector Composition

1 Financials 5.53%
2 Technology 3.74%
3 Industrials 3.44%
4 Consumer Discretionary 2.89%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
+165
302
$4K ﹤0.01%
60
303
$4K ﹤0.01%
134
304
$4K ﹤0.01%
40
305
$4K ﹤0.01%
65
-8,459
306
$3K ﹤0.01%
144
307
$3K ﹤0.01%
260
308
$3K ﹤0.01%
56
+1
309
$3K ﹤0.01%
22
310
$3K ﹤0.01%
+62
311
$3K ﹤0.01%
+65
312
$3K ﹤0.01%
50
313
$3K ﹤0.01%
3
314
$3K ﹤0.01%
+50
315
$3K ﹤0.01%
+50
316
$3K ﹤0.01%
+64
317
$3K ﹤0.01%
71
318
$3K ﹤0.01%
500
-288
319
$3K ﹤0.01%
25
-3,201
320
$3K ﹤0.01%
+112
321
$2K ﹤0.01%
35
322
$2K ﹤0.01%
6
323
$2K ﹤0.01%
+47
324
$2K ﹤0.01%
+177
325
$2K ﹤0.01%
53
+49
11 12
13
14 15