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
$162M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$496K
3
+$482K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$224K
5
PSQ icon
ProShares Short QQQ
PSQ
+$217K

Top Sells

1
+$1.34M
2
+$1.26M
3
+$1.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.23M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.21M

Sector Composition

1 Financials 2.99%
2 Industrials 2.79%
3 Consumer Staples 2.69%
4 Technology 2.54%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9K 0.01%
304
+1
302
$9K 0.01%
185
303
$9K 0.01%
83
+1
304
$9K 0.01%
200
305
$8K ﹤0.01%
165
306
$8K ﹤0.01%
52
307
$8K ﹤0.01%
+47
308
$8K ﹤0.01%
357
+3
309
$8K ﹤0.01%
100
310
$8K ﹤0.01%
217
311
$8K ﹤0.01%
202
-173
312
$8K ﹤0.01%
295
+1
313
$8K ﹤0.01%
146
314
$8K ﹤0.01%
328
+4
315
$8K ﹤0.01%
204
316
$8K ﹤0.01%
103
317
$7K ﹤0.01%
19
318
$7K ﹤0.01%
100
319
$7K ﹤0.01%
24
320
$7K ﹤0.01%
116
321
$7K ﹤0.01%
384
-54
322
$7K ﹤0.01%
82
+1
323
$7K ﹤0.01%
169
324
$7K ﹤0.01%
100
325
$7K ﹤0.01%
82
11 12
13
14 15