PFA

Professional Financial Advisors Portfolio holdings

AUM $491M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$408K
3
+$367K
4
NOW icon
ServiceNow
NOW
+$359K
5
V icon
Visa
V
+$354K

Top Sells

1
+$20.6M
2
+$8.18M
3
+$400K
4
SNOW icon
Snowflake
SNOW
+$381K
5
CONN
Conn's Inc.
CONN
+$364K

Sector Composition

1 Financials 5.11%
2 Technology 4.22%
3 Industrials 2.82%
4 Consumer Staples 2.78%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
445
377
$2K ﹤0.01%
22
378
$2K ﹤0.01%
100
379
$2K ﹤0.01%
25
380
$2K ﹤0.01%
35
381
$2K ﹤0.01%
+13
382
$2K ﹤0.01%
54
383
$2K ﹤0.01%
71
384
$2K ﹤0.01%
500
385
$1K ﹤0.01%
22
386
$1K ﹤0.01%
110
387
$1K ﹤0.01%
27
388
$1K ﹤0.01%
149
389
$1K ﹤0.01%
37
390
$1K ﹤0.01%
18
391
$1K ﹤0.01%
30
392
$1K ﹤0.01%
19
393
$1K ﹤0.01%
+10
394
$1K ﹤0.01%
+32
395
$1K ﹤0.01%
15
396
$1K ﹤0.01%
33
+13
397
$1K ﹤0.01%
10
-2
398
$1K ﹤0.01%
5
399
$1K ﹤0.01%
4
400
$1K ﹤0.01%
15
14 15
16
17 18