PFA
Professional Financial Advisors Portfolio holdings
AUM
$431M
This Quarter Return
+6.37%
1 Year Return
+11.26%
3 Year Return
+48.41%
5 Year Return
+81.56%
10 Year Return
–
AUM
$161M
AUM Growth
+$161M
(+27%)
Cap. Flow
+$27.9M
Cap. Flow
% of AUM
17.3%
Top 10 Holdings %
Top 10 Hldgs %
57.54%
Holding
417
New
42
Increased
92
Reduced
77
Closed
42
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$4.4M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$4.39M |
| 3 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$3.86M |
| 4 |
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
|
$2.9M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.34M |
Sector Composition
| 1 | Financials | 5.53% |
| 2 | Technology | 3.74% |
| 3 | Industrials | 3.44% |
| 4 | Consumer Discretionary | 2.89% |
| 5 | Consumer Staples | 2.65% |
