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
$127M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$750K
3
+$695K
4
CHGG icon
Chegg
CHGG
+$469K
5
RNG icon
RingCentral
RNG
+$432K

Top Sells

1
+$1.16M
2
+$840K
3
+$776K
4
AMT icon
American Tower
AMT
+$595K
5
MELI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$284K 0.22%
10,940
-341
77
$252K 0.2%
2,927
+17
78
$235K 0.19%
4,024
+8
79
$206K 0.16%
1,732
+103
80
$176K 0.14%
700
81
$175K 0.14%
3,333
+14
82
$170K 0.13%
1,582
83
$162K 0.13%
4,366
84
$158K 0.12%
1,745
+11
85
$147K 0.12%
1,794
+5
86
$138K 0.11%
520
87
$138K 0.11%
759
88
$126K 0.1%
1,046
89
$126K 0.1%
2,398
90
$124K 0.1%
4,113
91
$121K 0.1%
2,802
+884
92
$119K 0.09%
1,382
+3
93
$119K 0.09%
584
94
$119K 0.09%
3,931
95
$117K 0.09%
1,009
+97
96
$116K 0.09%
327
+2
97
$115K 0.09%
1,785
+881
98
$115K 0.09%
3,230
+1,625
99
$109K 0.09%
1,857
+207
100
$108K 0.09%
3,388
2 3
4
5 6