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
$169M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$2.53M
3
+$2.2M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.97M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.69M

Top Sells

1
+$26.7M
2
+$24.1M
3
+$4.04M
4
SSO icon
ProShares Ultra S&P500
SSO
+$3.89M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$3.15M

Sector Composition

1 Financials 3.86%
2 Industrials 3.2%
3 Technology 2.43%
4 Consumer Staples 2.23%
5 Consumer Discretionary 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-174,920
77
– –
-38,639
78
– –
-35,737
79
– –
-99,327
80
– –
-124,635
81
– –
-2,911
1 2 3
4