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

Top Buys

1
+$697K
2
+$567K
3
+$535K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$251K
5
PSQ icon
ProShares Short QQQ
PSQ
+$194K

Top Sells

1
+$1.46M
2
+$1.39M
3
+$1.37M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.27M
5
DIA icon
State Street 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
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83
+1
304
$9K 0.01%
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306
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202
-173
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295
+1
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309
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328
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204
311
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52
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$8K ﹤0.01%
+47
315
$8K ﹤0.01%
357
+3
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$8K ﹤0.01%
100
317
$7K ﹤0.01%
24
318
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100
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321
$7K ﹤0.01%
384
-54
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$7K ﹤0.01%
82
+1
323
$7K ﹤0.01%
169
324
$7K ﹤0.01%
100
325
$7K ﹤0.01%
82
11 12
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