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
$182M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$3.94M
3
+$2.55M
4
KKR icon
KKR & Co
KKR
+$915K
5
DLTR icon
Dollar Tree
DLTR
+$906K

Top Sells

1
+$10.6M
2
+$924K
3
+$858K
4
NOW icon
ServiceNow
NOW
+$409K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$394K

Sector Composition

1 Financials 4.73%
2 Industrials 3.2%
3 Technology 3.15%
4 Consumer Staples 2.85%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
100
377
$2K ﹤0.01%
54
+1
378
$2K ﹤0.01%
43
379
$2K ﹤0.01%
445
380
$2K ﹤0.01%
22
381
$2K ﹤0.01%
149
+134
382
$1K ﹤0.01%
+16
383
$1K ﹤0.01%
+22
384
$1K ﹤0.01%
110
385
$1K ﹤0.01%
27
386
$1K ﹤0.01%
18
+14
387
$1K ﹤0.01%
35
388
$1K ﹤0.01%
16
389
$1K ﹤0.01%
+3
390
$1K ﹤0.01%
10
391
$1K ﹤0.01%
30
392
$1K ﹤0.01%
15
393
$1K ﹤0.01%
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$1K ﹤0.01%
15
395
$1K ﹤0.01%
20
396
$1K ﹤0.01%
12
+2
397
$1K ﹤0.01%
5
398
$1K ﹤0.01%
4
399
$1K ﹤0.01%
15
400
$1K ﹤0.01%
21
14 15
16
17 18