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
$179M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.18M
3
+$3.02M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$1.76M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Top Sells

1
+$5.86M
2
+$5.82M
3
+$5.3M
4
WBND
Western Asset Total Return ETF
WBND
+$3.77M
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$3.7M

Sector Composition

1 Industrials 2.73%
2 Financials 2.71%
3 Technology 2.44%
4 Consumer Staples 2.38%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8K ﹤0.01%
259
-543
327
$8K ﹤0.01%
306
+4
328
$7K ﹤0.01%
52
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200
330
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-12
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$7K ﹤0.01%
1,141
+349
332
$7K ﹤0.01%
528
333
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1,375
334
$7K ﹤0.01%
309
+1
335
$7K ﹤0.01%
200
336
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185
337
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-4
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19
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50
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46
341
$7K ﹤0.01%
134
-23
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81
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100
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295
+1
345
$6K ﹤0.01%
55
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$6K ﹤0.01%
24
347
$6K ﹤0.01%
116
348
$6K ﹤0.01%
122
349
$6K ﹤0.01%
277
350
$6K ﹤0.01%
119
12 13
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