PFA

Professional Financial Advisors Portfolio holdings

AUM $490M
1-Year Est. Return 15.44%
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
+$10.7M
2
+$10.7M
3
+$5.54M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.94M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$3.28M

Top Sells

1
+$8.82M
2
+$5.95M
3
+$2.59M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.15M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$830K

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%
+60
355
$6K ﹤0.01%
24
356
$6K ﹤0.01%
+90
357
$6K ﹤0.01%
122
358
$6K ﹤0.01%
133
359
$6K ﹤0.01%
+91
360
$6K ﹤0.01%
+49
361
$6K ﹤0.01%
56
362
$6K ﹤0.01%
+54
363
$6K ﹤0.01%
714
364
$6K ﹤0.01%
19
365
$6K ﹤0.01%
150
366
$5K ﹤0.01%
144
367
$5K ﹤0.01%
135
368
$5K ﹤0.01%
105
+1
369
$5K ﹤0.01%
+24
370
$5K ﹤0.01%
222
+1
371
$5K ﹤0.01%
22
372
$5K ﹤0.01%
509
373
$5K ﹤0.01%
291
-3
374
$5K ﹤0.01%
54
375
$5K ﹤0.01%
105
13 14
15
16 17