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
$107M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$3.03M
3
+$2.75M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.31M
5
SPVU icon
Invesco S&P 500 Enhanced Value ETF
SPVU
+$947K

Top Sells

1
+$740K
2
+$248K
3
+$246K
4
NYT icon
New York Times
NYT
+$239K
5
FLEX icon
Flex
FLEX
+$236K

Sector Composition

1 Technology 5.17%
2 Consumer Discretionary 4.79%
3 Industrials 4.22%
4 Consumer Staples 3.77%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$0 ﹤0.01%
+5
352
$0 ﹤0.01%
+6
353
$0 ﹤0.01%
+30
354
– –
-857
355
$0 ﹤0.01%
+6
356
$0 ﹤0.01%
+5
357
$0 ﹤0.01%
+1
358
– –
-5,687
359
– –
-1,240
360
$0 ﹤0.01%
+10
361
$0 ﹤0.01%
+15
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15