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
$302M
AUM Growth
+$81.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$1.48M
3
+$1.25M
4
TSM icon
TSMC
TSM
+$1.04M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$966K

Top Sells

1
+$1.13M
2
+$1.07M
3
+$607K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$597K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$320K

Sector Composition

1 Technology 2.03%
2 Financials 1.9%
3 Industrials 1.65%
4 Consumer Staples 1.44%
5 Consumer Discretionary 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.59%
64,139
+1,886
27
$1.76M 0.58%
11,589
-64
28
$1.76M 0.58%
17,537
-162
29
$1.73M 0.57%
47,060
+1,438
30
$1.73M 0.57%
4,883
+1,825
31
$1.72M 0.57%
59,294
+1,584
32
$1.59M 0.53%
56,117
+4,180
33
$1.58M 0.52%
14,586
34
$1.47M 0.49%
10,426
+8
35
$1.44M 0.48%
7,524
-615
36
$1.37M 0.45%
24,461
-3,164
37
$1.23M 0.41%
11,649
+1,077
38
$1.21M 0.4%
15,799
+2,043
39
$1.19M 0.39%
23,470
-1,739
40
$1.18M 0.39%
41,070
41
$1.17M 0.39%
10,825
+113
42
$1.17M 0.39%
14,733
+335
43
$1.15M 0.38%
16,654
+2,965
44
$1.13M 0.37%
88,394
+7,522
45
$1.13M 0.37%
21,519
+492
46
$1.13M 0.37%
2,649
+177
47
$1.08M 0.36%
2,054
+132
48
$1.04M 0.34%
+10,011
49
$1.03M 0.34%
22,321
+2,627
50
$935K 0.31%
30,000
+769
1
2
3 4