PFA

Professional Financial Advisors Portfolio holdings

AUM $491M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$475M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$3.5M
3
+$2.12M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.63M
5
TSM icon
TSMC
TSM
+$1.38M

Top Sells

1
+$5.42M
2
+$1.49M
3
+$1.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$923K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$276K

Sector Composition

1 Financials 2.38%
2 Technology 2.21%
3 Communication Services 1.06%
4 Industrials 1.05%
5 Consumer Staples 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.32%
36,372
-666
52
$1.49M 0.31%
+4,327
53
$1.43M 0.3%
29,768
+2,059
54
$1.38M 0.29%
20,390
-1,768
55
$1.32M 0.28%
20,044
+16,320
56
$1.31M 0.28%
75,363
-10,707
57
$1.31M 0.28%
29,839
-1,212
58
$1.3M 0.27%
38,092
-830
59
$1.29M 0.27%
6,253
-182
60
$1.28M 0.27%
17,696
+44
61
$1.27M 0.27%
16,221
-65
62
$1.22M 0.26%
42,548
+1,008
63
$1.21M 0.26%
10,126
-451
64
$1.09M 0.23%
+37,568
65
$1.05M 0.22%
11,725
+6,940
66
$1.02M 0.21%
5,353
+855
67
$964K 0.2%
14,950
+2,300
68
$956K 0.2%
2,149
-101
69
$941K 0.2%
9,603
+1,894
70
$895K 0.19%
15,414
71
$838K 0.18%
17,405
+919
72
$828K 0.17%
18,538
+82
73
$823K 0.17%
29,408
+17,224
74
$798K 0.17%
43,558
75
$790K 0.17%
18,473
-145
1 2
3
4 5