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
$162M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$496K
3
+$482K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$224K
5
PSQ icon
ProShares Short QQQ
PSQ
+$217K

Top Sells

1
+$1.34M
2
+$1.26M
3
+$1.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.23M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.21M

Sector Composition

1 Financials 2.99%
2 Industrials 2.79%
3 Consumer Staples 2.69%
4 Technology 2.54%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$167K 0.1%
5,127
-2,674
77
$166K 0.1%
4,412
78
$164K 0.1%
10,698
+100
79
$163K 0.1%
4,045
+26
80
$159K 0.1%
443
+49
81
$156K 0.1%
3,233
82
$151K 0.09%
700
83
$148K 0.09%
555
-4,597
84
$143K 0.09%
520
85
$142K 0.09%
3,470
+8
86
$142K 0.09%
3,934
+11
87
$139K 0.09%
1,172
88
$133K 0.08%
344
+2
89
$127K 0.08%
3,463
+133
90
$123K 0.08%
5,406
-216
91
$119K 0.07%
3,097
+5
92
$118K 0.07%
3,909
93
$115K 0.07%
1,403
+4
94
$112K 0.07%
4,946
+8
95
$110K 0.07%
1,150
-90
96
$108K 0.07%
3,266
-18
97
$106K 0.07%
3,318
98
$106K 0.07%
1,833
+5
99
$105K 0.06%
1,833
+7
100
$104K 0.06%
975
2 3
4
5 6