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
$175M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$396K
3
+$369K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$362K
5
DT icon
Dynatrace
DT
+$354K

Top Sells

1
+$20M
2
+$7.95M
3
+$451K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$430K
5
SNOW icon
Snowflake
SNOW
+$418K

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%
22
377
$2K ﹤0.01%
100
378
$2K ﹤0.01%
25
379
$2K ﹤0.01%
35
380
$2K ﹤0.01%
50
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%
16
392
$1K ﹤0.01%
10
393
$1K ﹤0.01%
30
394
$1K ﹤0.01%
19
395
$1K ﹤0.01%
+10
396
$1K ﹤0.01%
+32
397
$1K ﹤0.01%
15
398
$1K ﹤0.01%
33
+13
399
$1K ﹤0.01%
10
-2
400
$1K ﹤0.01%
5
14 15
16
17 18