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
$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%
22
+5
327
$2K ﹤0.01%
67
+1
328
$2K ﹤0.01%
100
329
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50
+1
330
$2K ﹤0.01%
50
331
$2K ﹤0.01%
445
332
$2K ﹤0.01%
22
333
$2K ﹤0.01%
268
334
$2K ﹤0.01%
35
335
$2K ﹤0.01%
6
336
$2K ﹤0.01%
+150
337
$1K ﹤0.01%
110
338
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27
339
$1K ﹤0.01%
15
-3
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$1K ﹤0.01%
+20
341
$1K ﹤0.01%
12
-84
342
$1K ﹤0.01%
12
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$1K ﹤0.01%
10
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$1K ﹤0.01%
15
+10
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$1K ﹤0.01%
+10
346
$1K ﹤0.01%
31
347
$1K ﹤0.01%
10
348
$1K ﹤0.01%
+5
349
$1K ﹤0.01%
+4
350
$1K ﹤0.01%
15
12 13
14
15 16