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
$179M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.18M
3
+$3.02M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$1.76M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Top Sells

1
+$5.86M
2
+$5.82M
3
+$5.3M
4
WBND
Western Asset Total Return ETF
WBND
+$3.77M
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$3.7M

Sector Composition

1 Industrials 2.73%
2 Financials 2.71%
3 Technology 2.44%
4 Consumer Staples 2.38%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
135
+31
352
$6K ﹤0.01%
79
353
$6K ﹤0.01%
91
354
$6K ﹤0.01%
20
355
$6K ﹤0.01%
44
356
$6K ﹤0.01%
256
357
$6K ﹤0.01%
49
358
$6K ﹤0.01%
49
359
$6K ﹤0.01%
275
-14
360
$6K ﹤0.01%
696
361
$6K ﹤0.01%
56
362
$6K ﹤0.01%
111
363
$6K ﹤0.01%
326
364
$6K ﹤0.01%
522
365
$5K ﹤0.01%
22
366
$5K ﹤0.01%
509
367
$5K ﹤0.01%
100
368
$5K ﹤0.01%
20
-16
369
$5K ﹤0.01%
51
-513
370
$5K ﹤0.01%
54
371
$5K ﹤0.01%
714
372
$5K ﹤0.01%
150
373
$5K ﹤0.01%
60
374
$5K ﹤0.01%
105
375
$5K ﹤0.01%
133
13 14
15
16 17