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

Top Buys

1
+$16.3M
2
+$12.4M
3
+$4.44M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.31M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.06M

Top Sells

1
+$4.4M
2
+$4.39M
3
+$3.86M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$2.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.34M

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%
25
-3,201
307
$3K ﹤0.01%
+112
308
$3K ﹤0.01%
+50
309
$3K ﹤0.01%
144
310
$3K ﹤0.01%
260
311
$3K ﹤0.01%
56
+1
312
$3K ﹤0.01%
22
313
$3K ﹤0.01%
+62
314
$3K ﹤0.01%
+65
315
$3K ﹤0.01%
50
316
$3K ﹤0.01%
3
317
$3K ﹤0.01%
+50
318
$3K ﹤0.01%
+64
319
$3K ﹤0.01%
71
320
$3K ﹤0.01%
500
-288
321
$2K ﹤0.01%
6
322
$2K ﹤0.01%
37
323
$2K ﹤0.01%
32
324
$2K ﹤0.01%
75
+25
325
$2K ﹤0.01%
53
+49
11 12
13
14 15