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
$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%
32
402
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74
403
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41
404
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306
405
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149
406
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66
407
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81
+1
408
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29
+3
409
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60
410
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30
411
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100
412
$2K ﹤0.01%
50
413
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69
+1
414
$2K ﹤0.01%
71
-609
415
$2K ﹤0.01%
234
416
$2K ﹤0.01%
9
417
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3
418
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419
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445
420
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25
421
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18
422
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34
+1
423
$2K ﹤0.01%
25
424
$2K ﹤0.01%
75
425
$2K ﹤0.01%
24
15 16
17
18 19