PFA

Professional Financial Advisors Portfolio holdings

AUM $491M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$699K
3
+$660K
4
CHGG icon
Chegg
CHGG
+$413K
5
BABA icon
Alibaba
BABA
+$381K

Top Sells

1
+$1.08M
2
+$666K
3
+$652K
4
PDD icon
Pinduoduo
PDD
+$544K
5
MELI icon
Mercado Libre
MELI
+$399K

Sector Composition

1 Technology 5.36%
2 Financials 4.4%
3 Industrials 3.93%
4 Consumer Staples 3.84%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
110
352
$1K ﹤0.01%
27
353
$1K ﹤0.01%
15
-3
354
$1K ﹤0.01%
+20
355
$0 ﹤0.01%
+25
356
– –
-1,150
357
$0 ﹤0.01%
+6
358
$0 ﹤0.01%
4
+2
359
$0 ﹤0.01%
2
360
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361
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362
$0 ﹤0.01%
9
363
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364
$0 ﹤0.01%
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365
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-5,000
366
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367
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– –
-589
369
$0 ﹤0.01%
1
370
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371
$0 ﹤0.01%
+15
372
$0 ﹤0.01%
30
373
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10
+5
374
– –
-3,869
375
$0 ﹤0.01%
2
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15
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