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PFA

Professional Financial Advisors Portfolio holdings

AUM $578M
1-Year Est. Return 19.5%
This Fund
S&P 500
This Quarter Est. Return
+8.22%
1 Year Est. Return
+19.5%
3 Year Est. Return
+52.77%
5 Year Est. Return
+53.84%
10 Year Est. Return
–
AUM
$148M
AUM Growth
-$14.4M
Cap. Flow
-$23.7M
Cap. Flow %
-16.07%
Top 10 Hldgs %
62.65%
Holding
515
New
11
Increased
37
Reduced
21
Closed
438

Top Buys

1
MMTM icon
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$4.37M
2
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$3M
3
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.71M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.19M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.15M

Top Sells

1
TIP icon
iShares TIPS Bond ETF
TIP
+$9.54M
2
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$7.05M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.48M
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$3.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.62M

Sector Composition

1 Consumer Staples 3.55%
2 Financials 3.39%
3 Industrials 2.76%
4 Technology 2.13%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GMOM icon
51
Cambria Global Momentum ETF
GMOM
$68.8M
$599K 0.41%
21,164
+2
+0% +$57
KMX icon
52
CarMax
KMX
$7.91B
$590K 0.4%
9,688
-164
-2% -$10.5K
IJR icon
53
iShares Core S&P Small-Cap ETF
IJR
$109B
$574K 0.39%
6,068
-155
-2% -$14.9K
IDMO icon
54
Invesco S&P International Developed Momentum ETF
IDMO
$3.96B
$552K 0.37%
17,420
+16,313
+1,474% +$491K
SPGM icon
55
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.84B
$543K 0.37%
11,647
-63
-0.5% -$2.92K
PG icon
56
Procter & Gamble
PG
$340B
$504K 0.34%
3,324
+7
+0.2% +$981
SPEM icon
57
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$480K 0.32%
14,565
-1,600
-10% -$51.8K
GLD icon
58
SPDR Gold Trust
GLD
$131B
$448K 0.3%
2,638
– –
SPSM icon
59
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.8B
$447K 0.3%
12,096
-1,109
-8% -$41.5K
DBC icon
60
Invesco DB Commodity Index Tracking Fund
DBC
$1.65B
$436K 0.3%
17,692
-175
-1% -$4.38K
AGZD icon
61
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$116M
$403K 0.27%
18,566
-426
-2% -$9.62K
USMV icon
62
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$387K 0.26%
5,374
-61
-1% -$4.34K
V icon
63
Visa
V
$677B
$384K 0.26%
1,849
-2,820
-60% -$569K
ITOT icon
64
iShares Core S&P Total US Stock Market ETF
ITOT
$94.7B
$366K 0.25%
4,316
+770
+22% +$65.7K
XLSR icon
65
State Street US Sector Rotation ETF
XLSR
$1.01B
$362K 0.25%
9,316
-334
-3% -$13K
VOE icon
66
Vanguard Mid-Cap Value ETF
VOE
$23.4B
$348K 0.24%
2,572
+16
+0.6% +$2.15K
ESGU icon
67
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
$302K 0.2%
3,559
+7
+0.2% +$597
VEU icon
68
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$280K 0.19%
5,581
-55
-1% -$2.67K
ABBV icon
69
AbbVie
ABBV
$432B
$256K 0.17%
1,582
– –
HD icon
70
Home Depot
HD
$337B
$238K 0.16%
754
+234
+45% +$71.3K
PSQ icon
71
ProShares Short QQQ
PSQ
$635M
$214K 0.15%
2,911
– –
TSLA icon
72
Tesla
TSLA
$1.49T
$212K 0.14%
1,723
+42
+2% +$7.95K
QPX icon
73
AdvisorShares Q Dynamic Growth ETF
QPX
$32.9M
$210K 0.14%
+9,920
New +$215K
VLU icon
74
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$740M
$202K 0.14%
1,444
-95
-6% -$13.2K
T icon
75
AT&T
T
$148B
$193K 0.13%
10,494
-204
-2% -$3.65K
1 2
3
4 5

Similar funds

HVCM
Hel Ved Capital Management Central, Hong Kong $578M AUM 191.74% 1-Year Est. Return
LRIA
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BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $580M AUM 35.97% 1-Year Est. Return
DAMU
Deltroit Asset Management (UK) London $577M AUM
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return