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
$76.2M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$5.98M
3
+$2.52M
4
CAG icon
Conagra Brands
CAG
+$1.43M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.43M

Top Sells

1
+$3.94M
2
+$3.16M
3
+$2.42M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$699K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$652K

Sector Composition

1 Industrials 5.22%
2 Consumer Staples 4.79%
3 Technology 4.61%
4 Financials 3.85%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,333
77
– –
-3,357
78
– –
-58,622
1 2 3
4