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
$231M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.95M
3
+$4.68M
4
WBND
Western Asset Total Return ETF
WBND
+$4.09M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.55M

Top Sells

1
+$1.94M
2
+$1.13M
3
+$585K
4
CCD
Calamos Dynamic Convertible & Income Fund
CCD
+$563K
5
PGX icon
Invesco Preferred ETF
PGX
+$542K

Sector Composition

1 Financials 3.81%
2 Technology 3.8%
3 Industrials 2.65%
4 Communication Services 2.11%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
56
352
$7K ﹤0.01%
714
353
$7K ﹤0.01%
1,375
354
$6K ﹤0.01%
+36
355
$6K ﹤0.01%
22
356
$6K ﹤0.01%
260
357
$6K ﹤0.01%
100
358
$6K ﹤0.01%
24
359
$6K ﹤0.01%
122
360
$6K ﹤0.01%
104
361
$6K ﹤0.01%
46
-8,651
362
$6K ﹤0.01%
140
363
$6K ﹤0.01%
+248
364
$6K ﹤0.01%
294
+144
365
$6K ﹤0.01%
100
366
$6K ﹤0.01%
100
367
$6K ﹤0.01%
76
368
$6K ﹤0.01%
57
369
$6K ﹤0.01%
111
370
$6K ﹤0.01%
22
371
$5K ﹤0.01%
26
372
$5K ﹤0.01%
34
373
$5K ﹤0.01%
159
+25
374
$5K ﹤0.01%
116
375
$5K ﹤0.01%
135
13 14
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