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
$232M
AUM Growth
+$338K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.6M
3
+$5.69M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.03M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$3.29M

Top Sells

1
+$9.22M
2
+$5.87M
3
+$2.65M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.12M
5
PGX icon
Invesco Preferred ETF
PGX
+$758K

Sector Composition

1 Financials 3.15%
2 Industrials 2.73%
3 Technology 2.3%
4 Consumer Staples 1.85%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$9K ﹤0.01%
302
+3
327
$8K ﹤0.01%
528
328
$8K ﹤0.01%
696
329
$8K ﹤0.01%
+185
330
$8K ﹤0.01%
32
331
$8K ﹤0.01%
119
332
$8K ﹤0.01%
80
333
$8K ﹤0.01%
79
334
$8K ﹤0.01%
100
335
$8K ﹤0.01%
164
336
$8K ﹤0.01%
20
337
$8K ﹤0.01%
44
-125
338
$8K ﹤0.01%
108
339
$8K ﹤0.01%
294
340
$8K ﹤0.01%
352
+2
341
$8K ﹤0.01%
76
342
$8K ﹤0.01%
326
343
$8K ﹤0.01%
522
-78
344
$8K ﹤0.01%
1,375
345
$8K ﹤0.01%
200
346
$7K ﹤0.01%
100
347
$7K ﹤0.01%
116
348
$7K ﹤0.01%
46
349
$7K ﹤0.01%
49
+1
350
$7K ﹤0.01%
52
12 13
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