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
$127M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$750K
3
+$695K
4
CHGG icon
Chegg
CHGG
+$469K
5
RNG icon
RingCentral
RNG
+$432K

Top Sells

1
+$1.16M
2
+$840K
3
+$776K
4
AMT icon
American Tower
AMT
+$595K
5
MELI icon
Mercado Libre
MELI
+$495K

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%
+4
352
$1K ﹤0.01%
15
353
$1K ﹤0.01%
21
354
$1K ﹤0.01%
9
-65
355
$0 ﹤0.01%
2
356
– –
-3,869
357
$0 ﹤0.01%
10
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358
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30
359
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360
– –
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361
$0 ﹤0.01%
1
362
– –
-227
363
– –
-384
364
– –
-5,000
365
$0 ﹤0.01%
1
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367
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368
$0 ﹤0.01%
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369
$0 ﹤0.01%
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370
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371
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372
$0 ﹤0.01%
10
-10
373
$0 ﹤0.01%
+2
374
– –
-219
375
– –
-104
12 13 14
15
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