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

Top Buys

1
+$10.2M
2
+$8.07M
3
+$4.74M
4
WBND
Western Asset Total Return ETF
WBND
+$4.15M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.54M

Top Sells

1
+$1.88M
2
+$1.05M
3
+$572K
4
CCD
Calamos Dynamic Convertible & Income Fund
CCD
+$565K
5
PGX icon
Invesco Preferred ETF
PGX
+$538K

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%
55
352
$7K ﹤0.01%
714
353
$7K ﹤0.01%
1,375
354
$6K ﹤0.01%
260
355
$6K ﹤0.01%
100
356
$6K ﹤0.01%
24
357
$6K ﹤0.01%
122
358
$6K ﹤0.01%
104
359
$6K ﹤0.01%
46
-8,651
360
$6K ﹤0.01%
140
361
$6K ﹤0.01%
+36
362
$6K ﹤0.01%
22
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%
144
372
$5K ﹤0.01%
18
373
$5K ﹤0.01%
150
374
$5K ﹤0.01%
159
+25
375
$5K ﹤0.01%
116
13 14
15
16 17