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
$179M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.18M
3
+$3.02M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$1.76M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Top Sells

1
+$5.86M
2
+$5.82M
3
+$5.3M
4
WBND
Western Asset Total Return ETF
WBND
+$3.77M
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$3.7M

Sector Composition

1 Industrials 2.73%
2 Financials 2.71%
3 Technology 2.44%
4 Consumer Staples 2.38%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
30
402
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144
403
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260
404
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32
405
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74
406
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41
407
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306
408
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149
409
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66
410
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81
+1
411
$3K ﹤0.01%
100
412
$2K ﹤0.01%
35
413
$2K ﹤0.01%
+21
414
$2K ﹤0.01%
233
415
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50
416
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18
417
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34
+1
418
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25
419
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420
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421
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69
422
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30
423
$2K ﹤0.01%
69
+1
424
$2K ﹤0.01%
71
-609
425
$2K ﹤0.01%
234
15 16
17
18 19