PFA

Professional Financial Advisors Portfolio holdings

AUM $431M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.15M
3
+$1.7M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.21M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.19M

Top Sells

1
+$9.54M
2
+$7.05M
3
+$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
51
$599K 0.41%
21,164
+2
52
$590K 0.4%
9,688
-164
53
$574K 0.39%
6,068
-155
54
$552K 0.37%
17,420
+16,313
55
$543K 0.37%
11,647
-63
56
$504K 0.34%
3,324
+7
57
$480K 0.32%
14,565
-1,600
58
$448K 0.3%
2,638
59
$447K 0.3%
12,096
-1,109
60
$436K 0.3%
17,692
-175
61
$403K 0.27%
18,566
-426
62
$387K 0.26%
5,374
-61
63
$384K 0.26%
1,849
-2,820
64
$366K 0.25%
4,316
+770
65
$362K 0.25%
9,316
-334
66
$348K 0.24%
2,572
+16
67
$302K 0.2%
3,559
+7
68
$280K 0.19%
5,581
-55
69
$256K 0.17%
1,582
70
$238K 0.16%
754
+234
71
$214K 0.15%
2,911
72
$212K 0.14%
1,723
+42
73
$210K 0.14%
+9,920
74
$202K 0.14%
1,444
-95
75
$193K 0.13%
10,494
-204
1 2
3
4 5