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
$127M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$699K
3
+$660K
4
CHGG icon
Chegg
CHGG
+$413K
5
BABA icon
Alibaba
BABA
+$381K

Top Sells

1
+$1.08M
2
+$666K
3
+$652K
4
PDD icon
Pinduoduo
PDD
+$544K
5
MELI icon
Mercado Libre
MELI
+$399K

Sector Composition

1 Technology 5.36%
2 Financials 4.4%
3 Industrials 3.93%
4 Consumer Staples 3.84%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-227
377
– –
-384
378
– –
-5,000
379
$0 ﹤0.01%
1
380
$0 ﹤0.01%
11
381
$0 ﹤0.01%
9
382
– –
0
383
$0 ﹤0.01%
2
384
$0 ﹤0.01%
4
+2
385
$0 ﹤0.01%
+6
386
– –
-1,150
387
$0 ﹤0.01%
+25
388
– –
-589
389
– –
-135
12 13 14 15
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