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
$302M
AUM Growth
+$81.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$1.48M
3
+$1.25M
4
TSM icon
TSMC
TSM
+$1.04M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$966K

Top Sells

1
+$1.13M
2
+$1.07M
3
+$607K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$597K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$320K

Sector Composition

1 Technology 2.03%
2 Financials 1.9%
3 Industrials 1.65%
4 Consumer Staples 1.44%
5 Consumer Discretionary 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$930K 0.31%
27,135
+485
52
$872K 0.29%
61,332
+3,032
53
$826K 0.27%
33,616
+1,265
54
$825K 0.27%
32,065
+599
55
$821K 0.27%
29,091
56
$818K 0.27%
27,424
-215
57
$811K 0.27%
14,455
+747
58
$803K 0.27%
4,619
+240
59
$787K 0.26%
23,127
-5,109
60
$686K 0.23%
13,656
+1,185
61
$670K 0.22%
8,325
-153
62
$602K 0.2%
5,558
+4
63
$570K 0.19%
10,307
+37
64
$520K 0.17%
14,673
-2,845
65
$512K 0.17%
23,485
+1,063
66
$479K 0.16%
3,272
+7
67
$478K 0.16%
1,167
-470
68
$448K 0.15%
1,804
-74
69
$441K 0.15%
5,650
+191
70
$425K 0.14%
2,929
+28
71
$399K 0.13%
3,496
72
$345K 0.11%
7,806
+43
73
$325K 0.11%
12,673
-910
74
$321K 0.11%
7,310
75
$300K 0.1%
3,095
+308
1 2
3
4