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
$127M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$750K
3
+$695K
4
CHGG icon
Chegg
CHGG
+$469K
5
RNG icon
RingCentral
RNG
+$432K

Top Sells

1
+$1.16M
2
+$840K
3
+$776K
4
AMT icon
American Tower
AMT
+$595K
5
MELI icon
Mercado Libre
MELI
+$495K

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
$2K ﹤0.01%
50
329
$2K ﹤0.01%
445
330
$2K ﹤0.01%
22
331
$2K ﹤0.01%
268
332
$2K ﹤0.01%
100
333
$2K ﹤0.01%
24
334
$2K ﹤0.01%
+75
335
$2K ﹤0.01%
35
336
$2K ﹤0.01%
6
337
$1K ﹤0.01%
+50
338
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+16
339
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110
340
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27
341
$1K ﹤0.01%
15
-3
342
$1K ﹤0.01%
+20
343
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12
-84
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$1K ﹤0.01%
12
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345
$1K ﹤0.01%
10
+4
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$1K ﹤0.01%
15
+10
347
$1K ﹤0.01%
+10
348
$1K ﹤0.01%
31
349
$1K ﹤0.01%
10
350
$1K ﹤0.01%
+5
12 13
14
15 16