PFA

Professional Financial Advisors Portfolio holdings

AUM $431M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.15M
3
+$1.7M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.21M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.19M

Top Sells

1
+$9.54M
2
+$7.05M
3
+$4.48M
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$3.4M
5
BIV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-377
502
– –
-1,180
503
– –
-1,296
504
– –
-2,135
505
– –
-204
506
– –
-30
507
– –
-3,266
508
– –
-69
509
– –
-738
510
– –
-304
511
– –
-185
512
– –
-1,150
513
– –
-5,406
514
– –
-82
515
– –
-1,728
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