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
$231M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.95M
3
+$4.68M
4
WBND
Western Asset Total Return ETF
WBND
+$4.09M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.55M

Top Sells

1
+$1.94M
2
+$1.13M
3
+$585K
4
CCD
Calamos Dynamic Convertible & Income Fund
CCD
+$563K
5
PGX icon
Invesco Preferred ETF
PGX
+$542K

Sector Composition

1 Financials 3.81%
2 Technology 3.8%
3 Industrials 2.65%
4 Communication Services 2.11%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$9K ﹤0.01%
108
327
$9K ﹤0.01%
48
328
$9K ﹤0.01%
294
+6
329
$9K ﹤0.01%
350
+2
330
$9K ﹤0.01%
+195
331
$9K ﹤0.01%
75
332
$9K ﹤0.01%
696
+4
333
$9K ﹤0.01%
200
334
$9K ﹤0.01%
32
335
$9K ﹤0.01%
336
336
$9K ﹤0.01%
277
337
$8K ﹤0.01%
+326
338
$8K ﹤0.01%
100
339
$8K ﹤0.01%
164
+1
340
$8K ﹤0.01%
256
341
$8K ﹤0.01%
200
342
$8K ﹤0.01%
326
343
$8K ﹤0.01%
528
344
$7K ﹤0.01%
19
-27
345
$7K ﹤0.01%
119
346
$7K ﹤0.01%
76
347
$7K ﹤0.01%
79
348
$7K ﹤0.01%
133
349
$7K ﹤0.01%
52
350
$7K ﹤0.01%
748
+10
12 13
14
15 16