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
426
$2K ﹤0.01%
69
427
$2K ﹤0.01%
306
428
$2K ﹤0.01%
72
+1
429
$2K ﹤0.01%
149
430
$2K ﹤0.01%
234
431
$2K ﹤0.01%
9
432
$2K ﹤0.01%
3
433
$2K ﹤0.01%
47
434
$2K ﹤0.01%
+20
435
$2K ﹤0.01%
445
436
$2K ﹤0.01%
22
437
$2K ﹤0.01%
33
438
$2K ﹤0.01%
100
439
$2K ﹤0.01%
29
+5
440
$2K ﹤0.01%
78
441
$2K ﹤0.01%
35
442
$2K ﹤0.01%
3
443
$2K ﹤0.01%
233
444
$2K ﹤0.01%
62
445
$1K ﹤0.01%
7
446
$1K ﹤0.01%
37
447
$1K ﹤0.01%
3
448
$1K ﹤0.01%
5
449
$1K ﹤0.01%
4
450
$1K ﹤0.01%
+8
16 17
18
19 20