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
451
$1K ﹤0.01%
+20
452
$1K ﹤0.01%
149
453
$1K ﹤0.01%
37
454
$1K ﹤0.01%
48
455
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44
-121
456
$1K ﹤0.01%
123
457
$1K ﹤0.01%
27
458
$1K ﹤0.01%
80
459
$1K ﹤0.01%
30
460
$1K ﹤0.01%
22
461
$1K ﹤0.01%
22
462
$1K ﹤0.01%
30
463
$1K ﹤0.01%
32
464
– –
-62
465
$0 ﹤0.01%
40
466
– –
-2,160
467
– –
-658
468
– –
-91
469
– –
-26
470
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471
– –
-395
472
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-3
473
$0 ﹤0.01%
10
474
$0 ﹤0.01%
4
475
– –
-10
17 18
19
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