PFA

Professional Financial Advisors Portfolio holdings

AUM $431M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.04M
3
+$4.37M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.29M
5
UNP icon
Union Pacific
UNP
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 3.93%
2 Financials 3.11%
3 Communication Services 1.52%
4 Technology 1.45%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 1.22%
+16,214
27
$1.19M 1.13%
+12,791
28
$1.14M 1.08%
+6,241
29
$1.1M 1.05%
+29,360
30
$966K 0.92%
+11,926
31
$911K 0.86%
+24,083
32
$887K 0.84%
+20,656
33
$884K 0.84%
+5,606
34
$883K 0.84%
+13,994
35
$842K 0.8%
+28,457
36
$835K 0.79%
+33,505
37
$781K 0.74%
+6,101
38
$730K 0.69%
+26,741
39
$694K 0.66%
+21,276
40
$693K 0.66%
+20,099
41
$674K 0.64%
+2,085
42
$644K 0.61%
+8,776
43
$634K 0.6%
+6,860
44
$620K 0.59%
+3,021
45
$586K 0.56%
+8,760
46
$582K 0.55%
+3,097
47
$565K 0.54%
+2,459
48
$560K 0.53%
+6,383
49
$528K 0.5%
+1,768
50
$514K 0.49%
+12,966
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