PFA

Professional Financial Advisors Portfolio holdings

AUM $490M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.44%
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
+$21.2M
2
+$408K
3
+$367K
4
NOW icon
ServiceNow
NOW
+$359K
5
V icon
Visa
V
+$354K

Top Sells

1
+$20.6M
2
+$8.18M
3
+$400K
4
SNOW icon
Snowflake
SNOW
+$381K
5
CONN
Conn's Inc.
CONN
+$364K

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%
65
352
$3K ﹤0.01%
26
353
$3K ﹤0.01%
45
354
$3K ﹤0.01%
33
355
$3K ﹤0.01%
24
356
$3K ﹤0.01%
150
357
$3K ﹤0.01%
+12
358
$3K ﹤0.01%
100
-25
359
$3K ﹤0.01%
+18
360
$3K ﹤0.01%
+22
361
$3K ﹤0.01%
233
362
$3K ﹤0.01%
13
363
$2K ﹤0.01%
25
364
$2K ﹤0.01%
35
365
$2K ﹤0.01%
50
366
$2K ﹤0.01%
6
367
$2K ﹤0.01%
33
368
$2K ﹤0.01%
+9
369
$2K ﹤0.01%
75
370
$2K ﹤0.01%
31
-6,663
371
$2K ﹤0.01%
24
372
$2K ﹤0.01%
52
373
$2K ﹤0.01%
67
374
$2K ﹤0.01%
100
375
$2K ﹤0.01%
67
13 14
15
16 17