PFA

Professional Financial Advisors Portfolio holdings

AUM $490M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.44%
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
+$10.2M
2
+$8.07M
3
+$4.74M
4
WBND
Western Asset Total Return ETF
WBND
+$4.15M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.54M

Top Sells

1
+$1.88M
2
+$1.05M
3
+$572K
4
CCD
Calamos Dynamic Convertible & Income Fund
CCD
+$565K
5
PGX icon
Invesco Preferred ETF
PGX
+$538K

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%
6
477
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15
478
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1
479
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484
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486
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3
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487
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2
488
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489
– –
-50
490
$0 ﹤0.01%
6
491
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492
– –
-1,549
493
– –
-500
494
$0 ﹤0.01%
10
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