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

Top Buys

1
+$10.8M
2
+$10.6M
3
+$5.69M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.03M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$3.29M

Top Sells

1
+$9.22M
2
+$5.87M
3
+$2.65M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.12M
5
PGX icon
Invesco Preferred ETF
PGX
+$758K

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%
82
-88
302
$11K ﹤0.01%
112
303
$11K ﹤0.01%
302
+1
304
$10K ﹤0.01%
153
+1
305
$10K ﹤0.01%
50
-131
306
$10K ﹤0.01%
90
307
$10K ﹤0.01%
336
308
$10K ﹤0.01%
217
309
$10K ﹤0.01%
100
310
$10K ﹤0.01%
423
+97
311
$10K ﹤0.01%
167
312
$10K ﹤0.01%
+82
313
$10K ﹤0.01%
+120
314
$10K ﹤0.01%
32
+17
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
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14 15