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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.04M
3
+$4.37M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.29M
5
UNP icon
Union Pacific
UNP
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 3.93%
2 Financials 3.11%
3 Communication Services 1.52%
4 Technology 1.45%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$488K 0.46%
+5,191
52
$458K 0.43%
+16,577
53
$455K 0.43%
+398
54
$442K 0.42%
+17,263
55
$418K 0.4%
+3,343
56
$398K 0.38%
+13,496
57
$396K 0.38%
+15,940
58
$396K 0.38%
+3,319
59
$391K 0.37%
+10,097
60
$380K 0.36%
+3,283
61
$373K 0.35%
+3,457
62
$362K 0.34%
+13,662
63
$320K 0.3%
+10,573
64
$319K 0.3%
+2,357
65
$319K 0.3%
+3,654
66
$303K 0.29%
+3,298
67
$300K 0.28%
+4,704
68
$296K 0.28%
+1,807
69
$278K 0.26%
+2,018
70
$276K 0.26%
+2,442
71
$271K 0.26%
+6,457
72
$271K 0.26%
+4,620
73
$268K 0.25%
+3,162
74
$261K 0.25%
+4,408
75
$234K 0.22%
+4,352
1 2
3
4