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
$193M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$7.83M
3
+$6.58M
4
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$6.49M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$6.33M

Top Sells

1
+$6.72M
2
+$3.34M
3
+$2.2M
4
SMMV icon
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
+$2.13M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$2.04M

Sector Composition

1 Financials 2.74%
2 Technology 2.49%
3 Consumer Staples 2.41%
4 Consumer Discretionary 2.28%
5 Industrials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35.6K 0.02%
+1,152
77
– –
-8,283
78
– –
-19,710
79
– –
-8,135
80
– –
-597
81
– –
-16,117
82
– –
-9,355
83
– –
-8,460
84
– –
-57,386
85
– –
-8,060
86
– –
-62,524
1 2 3
4