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
$127M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$750K
3
+$695K
4
CHGG icon
Chegg
CHGG
+$469K
5
RNG icon
RingCentral
RNG
+$432K

Top Sells

1
+$1.16M
2
+$840K
3
+$776K
4
AMT icon
American Tower
AMT
+$595K
5
MELI icon
Mercado Libre
MELI
+$495K

Sector Composition

1 Technology 5.36%
2 Financials 4.4%
3 Industrials 3.93%
4 Consumer Staples 3.84%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$469K 0.37%
+5,192
52
$464K 0.37%
14,926
-1,109
53
$451K 0.36%
3,239
54
$439K 0.35%
1,173
-7
55
$432K 0.34%
+1,141
56
$425K 0.33%
11,212
57
$404K 0.32%
18,614
+93
58
$397K 0.31%
+1,174
59
$394K 0.31%
3,480
+570
60
$390K 0.31%
1,961
+88
61
$387K 0.31%
2,980
-15
62
$384K 0.3%
4,380
+3,480
63
$381K 0.3%
1,944
-335
64
$379K 0.3%
1,740
+71
65
$366K 0.29%
+7,172
66
$361K 0.28%
6,982
-22,421
67
$358K 0.28%
715
+706
68
$350K 0.28%
+1,207
69
$348K 0.27%
+5,152
70
$347K 0.27%
14,500
71
$344K 0.27%
+3,720
72
$344K 0.27%
1,480
+1,371
73
$341K 0.27%
5,019
-19
74
$322K 0.25%
8,313
-210
75
$316K 0.25%
24,200
+40
1 2
3
4 5