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
$162M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$496K
3
+$482K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$224K
5
PSQ icon
ProShares Short QQQ
PSQ
+$217K

Top Sells

1
+$1.34M
2
+$1.26M
3
+$1.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.23M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.21M

Sector Composition

1 Financials 2.99%
2 Industrials 2.79%
3 Consumer Staples 2.69%
4 Technology 2.54%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7K ﹤0.01%
175
327
$7K ﹤0.01%
108
328
$7K ﹤0.01%
52
329
$7K ﹤0.01%
112
330
$7K ﹤0.01%
+209
331
$7K ﹤0.01%
528
332
$6K ﹤0.01%
277
333
$6K ﹤0.01%
+70
334
$6K ﹤0.01%
46
335
$6K ﹤0.01%
134
336
$6K ﹤0.01%
79
337
$6K ﹤0.01%
+293
338
$6K ﹤0.01%
233
-246
339
$6K ﹤0.01%
1,375
340
$6K ﹤0.01%
310
+1
341
$6K ﹤0.01%
185
342
$6K ﹤0.01%
28
343
$6K ﹤0.01%
50
344
$6K ﹤0.01%
829
+706
345
$6K ﹤0.01%
60
346
$6K ﹤0.01%
127
-27
347
$6K ﹤0.01%
20
348
$6K ﹤0.01%
222
-37
349
$6K ﹤0.01%
200
350
$6K ﹤0.01%
+11
12 13
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