PFA

Professional Financial Advisors Portfolio holdings

AUM $490M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.44%
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
+$8.62M
2
+$5.64M
3
+$2.37M
4
PGX icon
Invesco Preferred ETF
PGX
+$1.42M
5
CAG icon
Conagra Brands
CAG
+$1.36M

Top Sells

1
+$3.7M
2
+$3.16M
3
+$2.29M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$699K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$622K

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