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
$390M
AUM Growth
+$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$1.49M
3
+$1.12M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$930K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$874K

Top Sells

1
+$3.99M
2
+$361K
3
+$262K
4
LPG icon
Dorian LPG
LPG
+$253K
5
LMT icon
Lockheed Martin
LMT
+$214K

Sector Composition

1 Financials 2.49%
2 Technology 1.89%
3 Consumer Discretionary 1.24%
4 Consumer Staples 1.24%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.31%
20,817
-329
52
$1.21M 0.31%
43,558
+2,488
53
$1.17M 0.3%
10,745
+172
54
$1.17M 0.3%
31,361
+304
55
$1.16M 0.3%
32,882
+383
56
$1.12M 0.29%
+17,565
57
$1.09M 0.28%
5,706
+467
58
$1.05M 0.27%
2,851
+471
59
$1.05M 0.27%
35,773
+980
60
$1.03M 0.26%
15,414
+828
61
$1.02M 0.26%
27,338
+163
62
$910K 0.23%
36,375
+2,055
63
$890K 0.23%
11,410
+578
64
$858K 0.22%
16,387
+680
65
$768K 0.2%
8,793
-45,720
66
$766K 0.2%
22,596
+706
67
$766K 0.2%
12,164
+110
68
$761K 0.19%
1,885
+53
69
$758K 0.19%
14,903
-115
70
$749K 0.19%
+18,297
71
$744K 0.19%
4,245
-211
72
$743K 0.19%
6,452
+42
73
$723K 0.19%
16,501
-517
74
$686K 0.18%
20,104
+252
75
$664K 0.17%
13,963
-261
1 2
3
4 5