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
26
$1.13M 0.7%
14,586
27
$1.08M 0.67%
17,423
+573
28
$991K 0.61%
8,766
+127
29
$982K 0.61%
13,660
+246
30
$974K 0.6%
1,928
-14
31
$955K 0.59%
35,571
+551
32
$949K 0.59%
11,684
-15,481
33
$910K 0.56%
21,042
+132
34
$894K 0.55%
4,980
-20
35
$887K 0.55%
19,970
+85
36
$862K 0.53%
8,962
+182
37
$830K 0.51%
4,669
+73
38
$814K 0.5%
31,552
-956
39
$794K 0.49%
47,146
+2,224
40
$743K 0.46%
23,272
-171
41
$712K 0.44%
3,648
-34
42
$705K 0.43%
9,888
+14
43
$686K 0.42%
5,055
+125
44
$676K 0.42%
28,639
-1,863
45
$666K 0.41%
14,875
-878
46
$650K 0.4%
9,852
+169
47
$628K 0.39%
25,520
-38
48
$619K 0.38%
2,177
+2,102
49
$600K 0.37%
21,162
-430
50
$592K 0.37%
5,769
-187
1
2
3 4 5