PFA

Professional Financial Advisors Portfolio holdings

AUM $475M
1-Year Est. Return 12.31%
This Quarter Est. Return
1 Year Est. Return
+12.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.3M
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.23M
3
+$2.19M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.17M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$1.04M

Top Sells

1
+$10.9M
2
+$4.29M
3
+$3.76M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.75M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.54M

Sector Composition

1 Industrials 5.98%
2 Financials 4.55%
3 Communication Services 3.42%
4 Technology 3.1%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-20,656
77
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-13,994
78
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-2,442
79
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-12,791
80
– –
-36,775
81
– –
-6,241
82
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-4,352
83
– –
-33,505
84
– –
-13,662
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4