PFA

Professional Financial Advisors Portfolio holdings

AUM $475M
1-Year Est. Return 12.31%
This Quarter Est. Return
1 Year Est. Return
+12.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$3.03M
3
+$2.75M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.31M
5
SPVU icon
Invesco S&P 500 Enhanced Value ETF
SPVU
+$947K

Top Sells

1
+$740K
2
+$248K
3
+$246K
4
NYT icon
New York Times
NYT
+$239K
5
FLEX icon
Flex
FLEX
+$236K

Sector Composition

1 Technology 5.17%
2 Consumer Discretionary 4.79%
3 Industrials 4.22%
4 Consumer Staples 3.77%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$420K 0.39%
11,212
+3,704
52
$417K 0.39%
+1,548
53
$415K 0.39%
16,035
-4
54
$415K 0.39%
+4,617
55
$385K 0.36%
+1,180
56
$378K 0.35%
18,521
+4,693
57
$349K 0.33%
+2,279
58
$348K 0.32%
+287
59
$317K 0.3%
+1,509
60
$316K 0.29%
+685
61
$315K 0.29%
+3,869
62
$314K 0.29%
8,523
-308
63
$311K 0.29%
5,038
-237
64
$310K 0.29%
+6,520
65
$308K 0.29%
+1,150
66
$303K 0.28%
+24,160
67
$300K 0.28%
+2,720
68
$296K 0.28%
14,500
+33
69
$295K 0.28%
+1,873
70
$288K 0.27%
+1,545
71
$283K 0.26%
+5,000
72
$281K 0.26%
+589
73
$272K 0.25%
+1,096
74
$269K 0.25%
2,910
+140
75
$266K 0.25%
11,281
+341
1 2
3
4 5