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
$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%
22
452
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453
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454
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37
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+3
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13
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13
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$1K ﹤0.01%
400
463
$1K ﹤0.01%
62
464
– –
-62
465
$0 ﹤0.01%
40
466
– –
-2,160
467
$0 ﹤0.01%
13
468
– –
0
469
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5
471
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3
-6
473
– –
-30
474
$0 ﹤0.01%
2
475
– –
-561
17 18
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