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
$162M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$567K
3
+$535K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$251K
5
PSQ icon
ProShares Short QQQ
PSQ
+$194K

Top Sells

1
+$1.46M
2
+$1.39M
3
+$1.37M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.27M
5
DIA icon
State Street 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%
20
452
$1K ﹤0.01%
149
453
$1K ﹤0.01%
37
454
$1K ﹤0.01%
48
455
$1K ﹤0.01%
27
456
$1K ﹤0.01%
+5
457
$1K ﹤0.01%
+41
458
$1K ﹤0.01%
80
459
$1K ﹤0.01%
30
460
$1K ﹤0.01%
22
461
$1K ﹤0.01%
22
462
$1K ﹤0.01%
22
-10
463
$1K ﹤0.01%
9
464
$1K ﹤0.01%
4
465
$1K ﹤0.01%
+8
466
$1K ﹤0.01%
+121
467
$1K ﹤0.01%
13
468
$1K ﹤0.01%
13
469
$1K ﹤0.01%
13
470
$1K ﹤0.01%
+161
471
$1K ﹤0.01%
50
472
$1K ﹤0.01%
400
473
$1K ﹤0.01%
71
474
$1K ﹤0.01%
104
-500
475
$1K ﹤0.01%
7
17 18
19
20 21