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
$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
476
$1K ﹤0.01%
400
477
$1K ﹤0.01%
71
478
$1K ﹤0.01%
104
-500
479
– –
-750
480
$0 ﹤0.01%
28
481
– –
-136
482
$0 ﹤0.01%
40
483
$0 ﹤0.01%
13
484
– –
0
485
$0 ﹤0.01%
5
486
$0 ﹤0.01%
3
487
– –
-600
488
$0 ﹤0.01%
2
489
– –
-3,934
490
– –
-69
491
$0 ﹤0.01%
16
492
– –
-133
493
– –
-76
494
– –
-12,573
495
– –
-8,653
496
$0 ﹤0.01%
10
497
$0 ﹤0.01%
4
498
$0 ﹤0.01%
30
499
$0 ﹤0.01%
5
-1
500
$0 ﹤0.01%
15
17 18 19
20
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