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
$231M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.07M
3
+$4.74M
4
WBND
Western Asset Total Return ETF
WBND
+$4.15M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.54M

Top Sells

1
+$1.88M
2
+$1.05M
3
+$572K
4
CCD
Calamos Dynamic Convertible & Income Fund
CCD
+$565K
5
PGX icon
Invesco Preferred ETF
PGX
+$538K

Sector Composition

1 Financials 3.81%
2 Technology 3.8%
3 Industrials 2.65%
4 Communication Services 2.11%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
6
427
$2K ﹤0.01%
27
428
$2K ﹤0.01%
33
429
$2K ﹤0.01%
123
430
$2K ﹤0.01%
27
431
$2K ﹤0.01%
9
432
$2K ﹤0.01%
80
433
$2K ﹤0.01%
75
434
$2K ﹤0.01%
52
435
$2K ﹤0.01%
+30
436
$2K ﹤0.01%
100
437
$2K ﹤0.01%
52
438
$2K ﹤0.01%
43
439
$2K ﹤0.01%
22
440
$2K ﹤0.01%
33
441
$2K ﹤0.01%
100
442
$2K ﹤0.01%
+90
443
$2K ﹤0.01%
35
444
$1K ﹤0.01%
22
445
$1K ﹤0.01%
10
446
$1K ﹤0.01%
110
447
$1K ﹤0.01%
149
448
$1K ﹤0.01%
37
449
$1K ﹤0.01%
13
-5
450
$1K ﹤0.01%
30
-1
16 17
18
19 20