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
$161M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$12.4M
3
+$4.44M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.31M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.06M

Top Sells

1
+$4.4M
2
+$4.39M
3
+$3.86M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$2.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.34M

Sector Composition

1 Financials 5.53%
2 Technology 3.74%
3 Industrials 3.44%
4 Consumer Discretionary 2.89%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$514K 0.32%
11,743
-4,383
52
$490K 0.3%
1,536
-133
53
$454K 0.28%
8,514
+1,532
54
$441K 0.27%
3,259
+20
55
$436K 0.27%
10,645
+9,925
56
$409K 0.25%
+4,090
57
$395K 0.25%
2,954
+2,889
58
$390K 0.24%
+12,268
59
$389K 0.24%
+10,549
60
$388K 0.24%
+19,647
61
$385K 0.24%
1,744
-200
62
$383K 0.24%
+10,172
63
$383K 0.24%
+6,009
64
$379K 0.24%
+13,713
65
$379K 0.24%
5,526
+374
66
$378K 0.23%
+9,327
67
$378K 0.23%
+12,049
68
$374K 0.23%
9,678
+1,365
69
$370K 0.23%
+4,189
70
$362K 0.22%
+18,105
71
$361K 0.22%
5,217
+198
72
$342K 0.21%
+1,872
73
$338K 0.21%
+1,857
74
$321K 0.2%
14,026
-4,588
75
$321K 0.2%
5,880
-1,292
1 2
3
4 5