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
$162M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$496K
3
+$482K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$224K
5
PSQ icon
ProShares Short QQQ
PSQ
+$217K

Top Sells

1
+$1.34M
2
+$1.26M
3
+$1.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.23M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.21M

Sector Composition

1 Financials 2.99%
2 Industrials 2.79%
3 Consumer Staples 2.69%
4 Technology 2.54%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
27
-34
352
$6K ﹤0.01%
57
+1
353
$6K ﹤0.01%
20
354
$6K ﹤0.01%
+100
355
$6K ﹤0.01%
522
356
$5K ﹤0.01%
247
-28
357
$5K ﹤0.01%
1,141
358
$5K ﹤0.01%
54
359
$5K ﹤0.01%
714
360
$5K ﹤0.01%
300
361
$5K ﹤0.01%
65
+10
362
$5K ﹤0.01%
150
363
$5K ﹤0.01%
+41
364
$5K ﹤0.01%
122
365
$5K ﹤0.01%
106
+1
366
$5K ﹤0.01%
119
367
$5K ﹤0.01%
135
368
$5K ﹤0.01%
27
369
$5K ﹤0.01%
218
+4
370
$5K ﹤0.01%
91
371
$5K ﹤0.01%
44
372
$5K ﹤0.01%
22
373
$5K ﹤0.01%
509
374
$5K ﹤0.01%
256
375
$5K ﹤0.01%
49
13 14
15
16 17