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
$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
426
$2K ﹤0.01%
+25
427
$2K ﹤0.01%
27
428
$2K ﹤0.01%
37
429
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430
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27
431
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9
432
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+25
433
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80
434
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75
435
$2K ﹤0.01%
+69
436
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30
437
$2K ﹤0.01%
+9
438
$2K ﹤0.01%
47
439
$2K ﹤0.01%
445
440
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22
441
$2K ﹤0.01%
100
442
$2K ﹤0.01%
78
-399
443
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35
444
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12
445
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13
446
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13
447
$2K ﹤0.01%
50
448
$2K ﹤0.01%
+100
449
$1K ﹤0.01%
13
450
$1K ﹤0.01%
400
16 17
18
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