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
+$697K
2
+$567K
3
+$535K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$251K
5
PSQ icon
ProShares Short QQQ
PSQ
+$194K

Top Sells

1
+$1.46M
2
+$1.39M
3
+$1.37M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.27M
5
DIA icon
State Street 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%
37
477
$1K ﹤0.01%
3
478
$1K ﹤0.01%
5
479
– –
-140
480
– –
-2,423
481
$0 ﹤0.01%
40
482
$0 ﹤0.01%
13
483
– –
0
484
$0 ﹤0.01%
5
485
$0 ﹤0.01%
3
486
– –
-600
487
$0 ﹤0.01%
2
488
– –
-3,934
489
– –
-69
490
$0 ﹤0.01%
16
491
– –
-133
492
– –
-76
493
– –
-12,573
494
– –
-8,653
495
$0 ﹤0.01%
10
496
$0 ﹤0.01%
4
497
$0 ﹤0.01%
30
498
$0 ﹤0.01%
5
-1
499
$0 ﹤0.01%
15
500
$0 ﹤0.01%
14
17 18 19
20
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