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
$179M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.18M
3
+$3.02M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$1.76M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Top Sells

1
+$5.86M
2
+$5.82M
3
+$5.3M
4
WBND
Western Asset Total Return ETF
WBND
+$3.77M
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$3.7M

Sector Composition

1 Industrials 2.73%
2 Financials 2.71%
3 Technology 2.44%
4 Consumer Staples 2.38%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9K 0.01%
427
302
$9K 0.01%
60
303
$9K 0.01%
294
+1
304
$9K 0.01%
100
305
$9K 0.01%
438
+15
306
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+146
307
$9K 0.01%
193
+2
308
$9K 0.01%
+52
309
$9K 0.01%
82
310
$9K 0.01%
100
-45
311
$9K 0.01%
112
312
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462
313
$8K ﹤0.01%
103
-292
314
$8K ﹤0.01%
100
315
$8K ﹤0.01%
217
316
$8K ﹤0.01%
324
+4
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$8K ﹤0.01%
169
+2
318
$8K ﹤0.01%
204
319
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82
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$8K ﹤0.01%
175
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321
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214
+2
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$8K ﹤0.01%
165
323
$8K ﹤0.01%
560
324
$8K ﹤0.01%
108
325
$8K ﹤0.01%
354
+2
11 12
13
14 15