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
$162M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$567K
3
+$535K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$251K
5
PSQ icon
ProShares Short QQQ
PSQ
+$194K

Top Sells

1
+$1.46M
2
+$1.39M
3
+$1.37M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.27M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.21M

Sector Composition

1 Financials 2.99%
2 Industrials 2.79%
3 Consumer Staples 2.69%
4 Technology 2.54%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
300
377
$4K ﹤0.01%
61
378
$4K ﹤0.01%
227
-200
379
$4K ﹤0.01%
135
380
$4K ﹤0.01%
68
381
$4K ﹤0.01%
140
382
$4K ﹤0.01%
90
383
$4K ﹤0.01%
24
-8,032
384
$4K ﹤0.01%
+265
385
$4K ﹤0.01%
144
386
$4K ﹤0.01%
100
387
$4K ﹤0.01%
227
+3
388
$4K ﹤0.01%
82
389
$4K ﹤0.01%
141
390
$4K ﹤0.01%
127
391
$4K ﹤0.01%
+128
392
$4K ﹤0.01%
78
393
$4K ﹤0.01%
54
394
$4K ﹤0.01%
+58
395
$4K ﹤0.01%
100
396
$4K ﹤0.01%
20
397
$4K ﹤0.01%
51
398
$4K ﹤0.01%
20
399
$4K ﹤0.01%
111
400
$4K ﹤0.01%
326
14 15
16
17 18