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
$175M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$396K
3
+$369K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$362K
5
DT icon
Dynatrace
DT
+$354K

Top Sells

1
+$20M
2
+$7.95M
3
+$451K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$430K
5
SNOW icon
Snowflake
SNOW
+$418K

Sector Composition

1 Financials 5.11%
2 Technology 4.22%
3 Industrials 2.82%
4 Consumer Staples 2.78%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
+22
352
$3K ﹤0.01%
233
353
$3K ﹤0.01%
13
354
$3K ﹤0.01%
50
355
$3K ﹤0.01%
144
356
$3K ﹤0.01%
62
357
$3K ﹤0.01%
123
+88
358
$3K ﹤0.01%
65
359
$3K ﹤0.01%
26
360
$3K ﹤0.01%
45
361
$3K ﹤0.01%
33
362
$3K ﹤0.01%
24
363
$2K ﹤0.01%
6
364
$2K ﹤0.01%
33
365
$2K ﹤0.01%
+9
366
$2K ﹤0.01%
75
367
$2K ﹤0.01%
50
368
$2K ﹤0.01%
+13
369
$2K ﹤0.01%
54
370
$2K ﹤0.01%
71
371
$2K ﹤0.01%
500
372
$2K ﹤0.01%
100
373
$2K ﹤0.01%
31
-6,663
374
$2K ﹤0.01%
24
375
$2K ﹤0.01%
52
13 14
15
16 17