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
$231M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.95M
3
+$4.68M
4
WBND
Western Asset Total Return ETF
WBND
+$4.09M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.55M

Top Sells

1
+$1.94M
2
+$1.13M
3
+$585K
4
CCD
Calamos Dynamic Convertible & Income Fund
CCD
+$563K
5
PGX icon
Invesco Preferred ETF
PGX
+$542K

Sector Composition

1 Financials 3.81%
2 Technology 3.8%
3 Industrials 2.65%
4 Communication Services 2.11%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12K 0.01%
64
302
$11K ﹤0.01%
82
303
$11K ﹤0.01%
90
304
$11K ﹤0.01%
+216
305
$11K ﹤0.01%
292
+1
306
$11K ﹤0.01%
600
307
$11K ﹤0.01%
191
+4
308
$11K ﹤0.01%
301
309
$11K ﹤0.01%
+366
310
$10K ﹤0.01%
100
311
$10K ﹤0.01%
+167
312
$10K ﹤0.01%
185
313
$10K ﹤0.01%
406
+3
314
$10K ﹤0.01%
152
315
$10K ﹤0.01%
66
316
$10K ﹤0.01%
+389
317
$10K ﹤0.01%
+152
318
$10K ﹤0.01%
36
319
$10K ﹤0.01%
+577
320
$10K ﹤0.01%
112
321
$10K ﹤0.01%
600
322
$10K ﹤0.01%
+299
323
$9K ﹤0.01%
+316
324
$9K ﹤0.01%
+80
325
$9K ﹤0.01%
20
11 12
13
14 15