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

Top Buys

1
+$10.7M
2
+$10.7M
3
+$5.54M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.94M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$3.28M

Top Sells

1
+$8.82M
2
+$5.95M
3
+$2.59M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.15M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$830K

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%
222
+1
377
$5K ﹤0.01%
22
378
$5K ﹤0.01%
509
379
$5K ﹤0.01%
291
-3
380
$5K ﹤0.01%
54
381
$5K ﹤0.01%
105
382
$5K ﹤0.01%
100
383
$4K ﹤0.01%
46
-11
384
$4K ﹤0.01%
71
-8,960
385
$4K ﹤0.01%
34
386
$4K ﹤0.01%
22
387
$4K ﹤0.01%
200
388
$4K ﹤0.01%
18
389
$4K ﹤0.01%
+61
390
$4K ﹤0.01%
74
391
$4K ﹤0.01%
91
392
$4K ﹤0.01%
+76
393
$4K ﹤0.01%
149
394
$4K ﹤0.01%
30
395
$4K ﹤0.01%
140
396
$4K ﹤0.01%
66
-565
397
$4K ﹤0.01%
3
-217
398
$4K ﹤0.01%
3
399
$4K ﹤0.01%
+141
400
$4K ﹤0.01%
+127
14 15
16
17 18