PFA
Professional Financial Advisors Portfolio holdings
AUM
$431M
This Quarter Return
+8.22%
1 Year Return
+11.26%
3 Year Return
+48.41%
5 Year Return
+81.56%
10 Year Return
–
AUM
$148M
AUM Growth
-$14.4M
(-8.9%)
Cap. Flow
-$23.5M
Cap. Flow
% of AUM
-15.9%
Top 10 Holdings %
Top 10 Hldgs %
62.65%
Holding
515
New
11
Increased
37
Reduced
21
Closed
439
Top Buys
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$9.54M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$7.05M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$4.48M |
| 4 |
Vanguard Total World Bond ETF
BNDW
|
$3.4M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$2.62M |
Sector Composition
| 1 | Consumer Staples | 3.55% |
| 2 | Financials | 3.39% |
| 3 | Industrials | 2.76% |
| 4 | Technology | 2.13% |
| 5 | Consumer Discretionary | 1.63% |
