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
$162M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$496K
3
+$482K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$224K
5
PSQ icon
ProShares Short QQQ
PSQ
+$217K

Top Sells

1
+$1.34M
2
+$1.26M
3
+$1.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.23M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.21M

Sector Composition

1 Financials 2.99%
2 Industrials 2.79%
3 Consumer Staples 2.69%
4 Technology 2.54%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$543K 0.33%
6,223
+19
52
$521K 0.32%
10,695
-2,008
53
$516K 0.32%
314
+302
54
$502K 0.31%
16,165
+686
55
$501K 0.31%
11,710
-46
56
$493K 0.3%
19,777
+112
57
$475K 0.29%
24,795
-223
58
$450K 0.28%
13,205
+18
59
$446K 0.28%
1,681
+7
60
$433K 0.27%
18,992
-1,144
61
$427K 0.26%
17,867
-1,631
62
$419K 0.26%
3,317
+7
63
$408K 0.25%
2,638
-97
64
$359K 0.22%
5,435
+24
65
$347K 0.21%
9,650
-973
66
$311K 0.19%
2,556
+137
67
$282K 0.17%
3,552
-185
68
$282K 0.17%
3,546
+4
69
$250K 0.15%
5,636
+130
70
$217K 0.13%
+2,911
71
$212K 0.13%
1,582
72
$210K 0.13%
+7,960
73
$194K 0.12%
1,539
-7
74
$178K 0.11%
8,371
+39
75
$173K 0.11%
3,388
1 2
3
4 5