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
$179M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$3.6M
3
+$3.44M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.49M

Top Sells

1
+$6.39M
2
+$5.77M
3
+$5.35M
4
WBND
Western Asset Total Return ETF
WBND
+$3.87M
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$3.76M

Sector Composition

1 Industrials 2.73%
2 Financials 2.71%
3 Technology 2.44%
4 Consumer Staples 2.38%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
509
377
$4K ﹤0.01%
61
378
$4K ﹤0.01%
135
379
$4K ﹤0.01%
68
380
$4K ﹤0.01%
140
381
$4K ﹤0.01%
76
382
$4K ﹤0.01%
100
383
$4K ﹤0.01%
224
+2
384
$4K ﹤0.01%
82
-19,250
385
$4K ﹤0.01%
3
386
$4K ﹤0.01%
141
387
$4K ﹤0.01%
127
388
$4K ﹤0.01%
136
389
$4K ﹤0.01%
294
+3
390
$4K ﹤0.01%
78
-138
391
$4K ﹤0.01%
54
392
$4K ﹤0.01%
105
393
$4K ﹤0.01%
71
394
$4K ﹤0.01%
200
395
$4K ﹤0.01%
80
396
$4K ﹤0.01%
300
-300
397
$4K ﹤0.01%
+20
398
$4K ﹤0.01%
90
399
$3K ﹤0.01%
144
400
$3K ﹤0.01%
260
14 15
16
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