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
$221M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$6.36M
3
+$4.2M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$2.94M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$2.92M

Top Sells

1
+$6.33M
2
+$1.4M
3
+$414K
4
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$324K
5
SSO icon
ProShares Ultra S&P500
SSO
+$254K

Sector Composition

1 Financials 2.48%
2 Consumer Discretionary 1.91%
3 Technology 1.88%
4 Industrials 1.86%
5 Consumer Staples 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.76%
17,699
-204
27
$1.64M 0.74%
62,253
-1,735
28
$1.51M 0.69%
45,622
+3,299
29
$1.48M 0.67%
11,653
-363
30
$1.45M 0.65%
57,710
+1,056
31
$1.4M 0.63%
8,139
+539
32
$1.39M 0.63%
27,625
+154
33
$1.37M 0.62%
10,418
-262
34
$1.35M 0.61%
14,586
35
$1.34M 0.61%
51,937
+666
36
$1.28M 0.58%
+25,209
37
$1.13M 0.51%
41,070
38
$1.12M 0.51%
21,027
+18
39
$1.1M 0.5%
+10,712
40
$1.07M 0.48%
347
-9
41
$1.05M 0.47%
+80,872
42
$1.03M 0.46%
14,398
-3
43
$996K 0.45%
10,572
+885
44
$979K 0.44%
2,472
-29
45
$973K 0.44%
13,756
-362
46
$969K 0.44%
1,922
+17
47
$918K 0.42%
3,058
-552
48
$876K 0.4%
28,236
-280
49
$858K 0.39%
+19,694
50
$839K 0.38%
26,650
-834
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