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
$232M
AUM Growth
+$338K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$5.54M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.94M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$3.28M

Top Sells

1
+$8.82M
2
+$5.95M
3
+$2.59M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.15M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$830K

Sector Composition

1 Financials 3.15%
2 Industrials 2.73%
3 Technology 2.3%
4 Consumer Staples 1.85%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$11K ﹤0.01%
64
302
$11K ﹤0.01%
293
+1
303
$11K ﹤0.01%
191
304
$10K ﹤0.01%
50
-131
305
$10K ﹤0.01%
90
306
$10K ﹤0.01%
336
307
$10K ﹤0.01%
217
308
$10K ﹤0.01%
100
309
$10K ﹤0.01%
423
+97
310
$10K ﹤0.01%
167
311
$10K ﹤0.01%
+82
312
$10K ﹤0.01%
+120
313
$10K ﹤0.01%
32
+17
314
$10K ﹤0.01%
153
+1
315
$10K ﹤0.01%
256
316
$10K ﹤0.01%
200
317
$10K ﹤0.01%
75
318
$10K ﹤0.01%
152
319
$10K ﹤0.01%
181
-4,795
320
$9K ﹤0.01%
277
321
$9K ﹤0.01%
320
+4
322
$9K ﹤0.01%
115
323
$9K ﹤0.01%
76
+52
324
$9K ﹤0.01%
36
325
$9K ﹤0.01%
792
+215
11 12
13
14 15