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
$231M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.95M
3
+$4.68M
4
WBND
Western Asset Total Return ETF
WBND
+$4.09M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.55M

Top Sells

1
+$1.94M
2
+$1.13M
3
+$585K
4
CCD
Calamos Dynamic Convertible & Income Fund
CCD
+$563K
5
PGX icon
Invesco Preferred ETF
PGX
+$542K

Sector Composition

1 Financials 3.81%
2 Technology 3.8%
3 Industrials 2.65%
4 Communication Services 2.11%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
91
402
$4K ﹤0.01%
90
403
$4K ﹤0.01%
80
404
$3K ﹤0.01%
+47
405
$3K ﹤0.01%
445
406
$3K ﹤0.01%
45
407
$3K ﹤0.01%
+36
408
$3K ﹤0.01%
+268
409
$3K ﹤0.01%
24
410
$3K ﹤0.01%
12
411
$3K ﹤0.01%
62
412
$3K ﹤0.01%
62
413
$3K ﹤0.01%
+32
414
$3K ﹤0.01%
24
415
$3K ﹤0.01%
65
416
$3K ﹤0.01%
68
+1
417
$3K ﹤0.01%
100
418
$3K ﹤0.01%
22
419
$3K ﹤0.01%
233
420
$2K ﹤0.01%
6
421
$2K ﹤0.01%
27
422
$2K ﹤0.01%
33
423
$2K ﹤0.01%
123
424
$2K ﹤0.01%
27
425
$2K ﹤0.01%
9
15 16
17
18 19