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

Top Buys

1
+$6.22M
2
+$2.38M
3
+$1.82M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.77M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M

Top Sells

1
+$4.04M
2
+$3.89M
3
+$3.15M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.73M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.21M

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
– –
-39,260
77
– –
-15,768
78
– –
-15,133
79
– –
-174,920
80
– –
-38,639
81
– –
-3,094
1 2 3
4