PFA

Professional Financial Advisors Portfolio holdings

AUM $491M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$699K
3
+$660K
4
CHGG icon
Chegg
CHGG
+$413K
5
BABA icon
Alibaba
BABA
+$381K

Top Sells

1
+$1.08M
2
+$666K
3
+$652K
4
PDD icon
Pinduoduo
PDD
+$544K
5
MELI icon
Mercado Libre
MELI
+$399K

Sector Composition

1 Technology 5.36%
2 Financials 4.4%
3 Industrials 3.93%
4 Consumer Staples 3.84%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
100
327
$2K ﹤0.01%
50
+1
328
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50
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445
330
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22
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268
332
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100
333
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24
334
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+150
335
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35
336
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6
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9
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341
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342
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15
+10
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10
+4
347
$1K ﹤0.01%
12
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348
$1K ﹤0.01%
12
-84
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$1K ﹤0.01%
+50
350
$1K ﹤0.01%
+16
12 13
14
15 16