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
$161M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$12.4M
3
+$4.44M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.31M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.06M

Top Sells

1
+$4.4M
2
+$4.39M
3
+$3.86M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$2.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.34M

Sector Composition

1 Financials 5.53%
2 Technology 3.74%
3 Industrials 3.44%
4 Consumer Discretionary 2.89%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
7
327
$2K ﹤0.01%
15
328
$2K ﹤0.01%
+52
329
$2K ﹤0.01%
67
330
$2K ﹤0.01%
100
331
$2K ﹤0.01%
149
332
$2K ﹤0.01%
51
+1
333
$2K ﹤0.01%
+43
334
$2K ﹤0.01%
445
335
$2K ﹤0.01%
22
336
$2K ﹤0.01%
100
337
$2K ﹤0.01%
24
338
$2K ﹤0.01%
+68
339
$2K ﹤0.01%
150
340
$2K ﹤0.01%
35
341
$2K ﹤0.01%
6
342
$2K ﹤0.01%
+47
343
$2K ﹤0.01%
+177
344
$1K ﹤0.01%
110
345
$1K ﹤0.01%
10
346
$1K ﹤0.01%
5
347
$1K ﹤0.01%
4
348
$1K ﹤0.01%
27
349
$1K ﹤0.01%
+12
350
$1K ﹤0.01%
35
+25
12 13
14
15 16