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
$232M
AUM Growth
+$338K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.6M
3
+$5.69M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.03M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$3.29M

Top Sells

1
+$9.22M
2
+$5.87M
3
+$2.65M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.12M
5
PGX icon
Invesco Preferred ETF
PGX
+$758K

Sector Composition

1 Financials 3.15%
2 Industrials 2.73%
3 Technology 2.3%
4 Consumer Staples 1.85%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
289
-100
352
$7K ﹤0.01%
111
353
$7K ﹤0.01%
308
-247
354
$6K ﹤0.01%
+91
355
$6K ﹤0.01%
+49
356
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56
357
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19
358
$6K ﹤0.01%
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359
$6K ﹤0.01%
+60
360
$6K ﹤0.01%
24
361
$6K ﹤0.01%
+90
362
$6K ﹤0.01%
122
363
$6K ﹤0.01%
133
364
$6K ﹤0.01%
+54
365
$6K ﹤0.01%
714
366
$5K ﹤0.01%
222
+1
367
$5K ﹤0.01%
22
368
$5K ﹤0.01%
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369
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135
370
$5K ﹤0.01%
105
+1
371
$5K ﹤0.01%
104
372
$5K ﹤0.01%
68
373
$5K ﹤0.01%
306
374
$5K ﹤0.01%
90
375
$5K ﹤0.01%
+24
13 14
15
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