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
$231M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.95M
3
+$4.68M
4
WBND
Western Asset Total Return ETF
WBND
+$4.09M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.55M

Top Sells

1
+$1.94M
2
+$1.13M
3
+$585K
4
CCD
Calamos Dynamic Convertible & Income Fund
CCD
+$563K
5
PGX icon
Invesco Preferred ETF
PGX
+$542K

Sector Composition

1 Financials 3.81%
2 Technology 3.8%
3 Industrials 2.65%
4 Communication Services 2.11%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
104
+2
377
$5K ﹤0.01%
68
378
$5K ﹤0.01%
306
379
$5K ﹤0.01%
15
-24
380
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221
+3
381
$5K ﹤0.01%
509
382
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106
383
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14
384
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24
385
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18
386
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144
387
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150
388
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8
389
$5K ﹤0.01%
54
390
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105
-8
391
$5K ﹤0.01%
200
392
$4K ﹤0.01%
26
393
$4K ﹤0.01%
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$4K ﹤0.01%
3
395
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105
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18
397
$4K ﹤0.01%
165
398
$4K ﹤0.01%
74
399
$4K ﹤0.01%
+30
400
$4K ﹤0.01%
40
14 15
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17 18