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
451
$1K ﹤0.01%
+121
452
$1K ﹤0.01%
13
453
$1K ﹤0.01%
13
454
$1K ﹤0.01%
13
455
$1K ﹤0.01%
+161
456
$1K ﹤0.01%
50
457
$1K ﹤0.01%
400
458
$1K ﹤0.01%
71
459
$1K ﹤0.01%
22
460
$1K ﹤0.01%
110
461
$1K ﹤0.01%
6
462
$1K ﹤0.01%
27
463
$1K ﹤0.01%
18
464
$1K ﹤0.01%
20
465
$1K ﹤0.01%
149
466
$1K ﹤0.01%
37
467
$1K ﹤0.01%
48
468
$1K ﹤0.01%
44
469
$1K ﹤0.01%
27
470
$1K ﹤0.01%
+5
471
$1K ﹤0.01%
+41
472
$1K ﹤0.01%
80
473
$1K ﹤0.01%
30
474
$1K ﹤0.01%
22
475
$1K ﹤0.01%
22
17 18
19
20 21