PFA

Professional Financial Advisors Portfolio holdings

AUM $491M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.66%
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
+$10.8M
2
+$10.6M
3
+$5.69M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.03M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$3.29M

Top Sells

1
+$9.22M
2
+$5.87M
3
+$2.65M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.12M
5
PGX icon
Invesco Preferred ETF
PGX
+$758K

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%
46
-11
402
$4K ﹤0.01%
71
-8,960
403
$4K ﹤0.01%
34
404
$4K ﹤0.01%
22
405
$4K ﹤0.01%
200
406
$3K ﹤0.01%
260
407
$3K ﹤0.01%
33
408
$3K ﹤0.01%
32
409
$3K ﹤0.01%
165
410
$3K ﹤0.01%
41
+1
411
$3K ﹤0.01%
24
412
$3K ﹤0.01%
68
413
$3K ﹤0.01%
100
414
$3K ﹤0.01%
26
415
$3K ﹤0.01%
+234
416
$3K ﹤0.01%
80
+28
417
$3K ﹤0.01%
26
-86
418
$3K ﹤0.01%
+60
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%
62
425
$2K ﹤0.01%
+100
15 16
17
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