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

Top Buys

1
+$7.04M
2
+$3.18M
3
+$3.02M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$1.76M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Top Sells

1
+$5.86M
2
+$5.82M
3
+$5.3M
4
WBND
Western Asset Total Return ETF
WBND
+$3.77M
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$3.7M

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%
27
-5
377
$4K ﹤0.01%
90
378
$4K ﹤0.01%
61
379
$4K ﹤0.01%
135
380
$4K ﹤0.01%
68
381
$4K ﹤0.01%
140
382
$4K ﹤0.01%
76
383
$4K ﹤0.01%
100
384
$4K ﹤0.01%
224
+2
385
$4K ﹤0.01%
82
-19,250
386
$4K ﹤0.01%
3
387
$4K ﹤0.01%
141
388
$4K ﹤0.01%
127
389
$4K ﹤0.01%
136
390
$4K ﹤0.01%
294
+3
391
$4K ﹤0.01%
78
-138
392
$4K ﹤0.01%
54
393
$4K ﹤0.01%
105
394
$4K ﹤0.01%
71
395
$4K ﹤0.01%
+20
396
$4K ﹤0.01%
200
397
$4K ﹤0.01%
80
398
$4K ﹤0.01%
300
-300
399
$3K ﹤0.01%
144
400
$3K ﹤0.01%
260
14 15
16
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