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
$162M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$496K
3
+$482K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$224K
5
PSQ icon
ProShares Short QQQ
PSQ
+$217K

Top Sells

1
+$1.34M
2
+$1.26M
3
+$1.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.23M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.21M

Sector Composition

1 Financials 2.99%
2 Industrials 2.79%
3 Consumer Staples 2.69%
4 Technology 2.54%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
326
402
$4K ﹤0.01%
200
403
$4K ﹤0.01%
80
404
$4K ﹤0.01%
306
-1,165
405
$3K ﹤0.01%
+150
406
$3K ﹤0.01%
33
+1
407
$3K ﹤0.01%
74
408
$3K ﹤0.01%
41
409
$3K ﹤0.01%
66
410
$3K ﹤0.01%
82
+1
411
$3K ﹤0.01%
30
+1
412
$3K ﹤0.01%
3
413
$3K ﹤0.01%
60
414
$3K ﹤0.01%
106
-515
415
$3K ﹤0.01%
30
416
$3K ﹤0.01%
105
417
$3K ﹤0.01%
100
418
$3K ﹤0.01%
71
419
$2K ﹤0.01%
24
420
$2K ﹤0.01%
25
421
$2K ﹤0.01%
260
422
$2K ﹤0.01%
34
423
$2K ﹤0.01%
25
424
$2K ﹤0.01%
76
+1
425
$2K ﹤0.01%
30
15 16
17
18 19