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
$232M
AUM Growth
+$338K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$5.54M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.94M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$3.28M

Top Sells

1
+$8.82M
2
+$5.95M
3
+$2.59M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.15M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$830K

Sector Composition

1 Financials 3.15%
2 Industrials 2.73%
3 Technology 2.3%
4 Consumer Staples 1.85%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
+136
402
$4K ﹤0.01%
+30
403
$4K ﹤0.01%
100
404
$4K ﹤0.01%
14
405
$4K ﹤0.01%
18
406
$3K ﹤0.01%
260
407
$3K ﹤0.01%
33
408
$3K ﹤0.01%
32
409
$3K ﹤0.01%
165
410
$3K ﹤0.01%
26
411
$3K ﹤0.01%
+234
412
$3K ﹤0.01%
80
+28
413
$3K ﹤0.01%
26
-86
414
$3K ﹤0.01%
+60
415
$3K ﹤0.01%
41
+1
416
$3K ﹤0.01%
24
417
$3K ﹤0.01%
68
418
$3K ﹤0.01%
100
419
$3K ﹤0.01%
24
-1,631
420
$3K ﹤0.01%
233
421
$3K ﹤0.01%
80
422
$3K ﹤0.01%
62
423
$3K ﹤0.01%
71
424
$2K ﹤0.01%
+25
425
$2K ﹤0.01%
+69
15 16
17
18 19