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
$127M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$750K
3
+$695K
4
CHGG icon
Chegg
CHGG
+$469K
5
RNG icon
RingCentral
RNG
+$432K

Top Sells

1
+$1.16M
2
+$840K
3
+$776K
4
AMT icon
American Tower
AMT
+$595K
5
MELI icon
Mercado Libre
MELI
+$495K

Sector Composition

1 Technology 5.36%
2 Financials 4.4%
3 Industrials 3.93%
4 Consumer Staples 3.84%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.94%
35,451
+324
27
$1.19M 0.94%
3,328
+1,035
28
$1.17M 0.92%
40,777
+216
29
$1.15M 0.91%
14,586
30
$1.13M 0.89%
29,911
+1,731
31
$1.09M 0.86%
21,824
+46
32
$1.08M 0.85%
13,225
+733
33
$1.05M 0.83%
+14,416
34
$935K 0.74%
5,242
-575
35
$899K 0.71%
3,822
-78
36
$899K 0.71%
18,714
+12
37
$820K 0.65%
6,764
-1
38
$813K 0.64%
8,609
+225
39
$808K 0.64%
3,696
+88
40
$770K 0.61%
21,501
+1,473
41
$767K 0.6%
2,186
+60
42
$750K 0.59%
+18,511
43
$680K 0.54%
16,126
+1,190
44
$664K 0.52%
11,040
+1,429
45
$625K 0.49%
20,870
46
$620K 0.49%
17,092
+12
47
$601K 0.47%
14,856
-423
48
$524K 0.41%
1,669
+121
49
$518K 0.41%
8,524
+103
50
$489K 0.39%
3,226
+506
1
2
3 4 5