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
$231M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.95M
3
+$4.68M
4
WBND
Western Asset Total Return ETF
WBND
+$4.09M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.55M

Top Sells

1
+$1.94M
2
+$1.13M
3
+$585K
4
CCD
Calamos Dynamic Convertible & Income Fund
CCD
+$563K
5
PGX icon
Invesco Preferred ETF
PGX
+$542K

Sector Composition

1 Financials 3.81%
2 Technology 3.8%
3 Industrials 2.65%
4 Communication Services 2.11%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$0 ﹤0.01%
15
477
$0 ﹤0.01%
1
478
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-25
479
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2
480
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5
481
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2
482
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4
483
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484
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11
485
$0 ﹤0.01%
3
-62
486
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0
487
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-50
488
$0 ﹤0.01%
2
489
– –
-33
490
– –
-50
491
$0 ﹤0.01%
6
492
– –
-125
493
– –
-1,549
494
– –
-500
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