PFA
Professional Financial Advisors Portfolio holdings
AUM
$431M
This Quarter Return
+13.06%
1 Year Return
+11.26%
3 Year Return
+48.41%
5 Year Return
+81.56%
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+18%)
Cap. Flow
+$3.04M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
49.57%
Holding
389
New
38
Increased
122
Reduced
40
Closed
14
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$1.05M |
| 2 |
KKR & Co
KKR
|
$750K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$695K |
| 4 |
Chegg
CHGG
|
$469K |
| 5 |
RingCentral
RNG
|
$432K |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.16M |
| 2 |
Pinduoduo
PDD
|
$840K |
| 3 |
Booking.com
BKNG
|
$776K |
| 4 |
American Tower
AMT
|
$595K |
| 5 |
Mercado Libre
MELI
|
$495K |
Sector Composition
| 1 | Technology | 5.36% |
| 2 | Financials | 4.4% |
| 3 | Industrials | 3.93% |
| 4 | Consumer Staples | 3.84% |
| 5 | Consumer Discretionary | 3.74% |
