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
$232M
AUM Growth
+$338K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.6M
3
+$5.69M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.03M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$3.29M

Top Sells

1
+$9.22M
2
+$5.87M
3
+$2.65M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.12M
5
PGX icon
Invesco Preferred ETF
PGX
+$758K

Sector Composition

1 Financials 3.15%
2 Industrials 2.73%
3 Technology 2.3%
4 Consumer Staples 1.85%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
509
377
$5K ﹤0.01%
291
-3
378
$5K ﹤0.01%
54
379
$5K ﹤0.01%
105
380
$5K ﹤0.01%
100
381
$5K ﹤0.01%
22
382
$5K ﹤0.01%
24
383
$4K ﹤0.01%
18
384
$4K ﹤0.01%
+61
385
$4K ﹤0.01%
74
386
$4K ﹤0.01%
30
387
$4K ﹤0.01%
140
388
$4K ﹤0.01%
66
-565
389
$4K ﹤0.01%
3
-217
390
$4K ﹤0.01%
3
391
$4K ﹤0.01%
+141
392
$4K ﹤0.01%
+127
393
$4K ﹤0.01%
+136
394
$4K ﹤0.01%
+30
395
$4K ﹤0.01%
100
396
$4K ﹤0.01%
14
397
$4K ﹤0.01%
18
398
$4K ﹤0.01%
46
-11
399
$4K ﹤0.01%
71
-8,960
400
$4K ﹤0.01%
34
14 15
16
17 18