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

Top Buys

1
+$16M
2
+$12M
3
+$4.35M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.22M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.11M

Top Sells

1
+$4.35M
2
+$4.28M
3
+$3.8M
4
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$2.84M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.29M

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%
75
+25
327
$2K ﹤0.01%
+52
328
$2K ﹤0.01%
67
329
$2K ﹤0.01%
100
330
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149
331
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51
+1
332
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+43
333
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445
334
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22
335
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100
336
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24
337
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+68
338
$2K ﹤0.01%
150
339
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35
340
$2K ﹤0.01%
6
341
$2K ﹤0.01%
+47
342
$2K ﹤0.01%
+177
343
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53
+49
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$1K ﹤0.01%
110
345
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27
346
$1K ﹤0.01%
+12
347
$1K ﹤0.01%
35
+25
348
$1K ﹤0.01%
16
349
$1K ﹤0.01%
10
350
$1K ﹤0.01%
19
+4
12 13
14
15 16