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
$179M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1 +$7.03M
2 +$3.6M
3 +$3.44M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.49M

Top Sells

1 +$6.39M
2 +$5.77M
3 +$5.35M
4
WBND
Western Asset Total Return ETF
WBND
+$3.87M
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$3.76M

Sector Composition

1 Industrials 2.73%
2 Financials 2.71%
3 Technology 2.44%
4 Consumer Staples 2.38%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$0 ﹤0.01%
+30
527
$0 ﹤0.01%
16
528
$0 ﹤0.01%
6
529
-512