PFA
Professional Financial Advisors Portfolio holdings
AUM
$431M
This Quarter Return
+9.42%
1 Year Return
+11.26%
3 Year Return
+48.41%
5 Year Return
+81.56%
10 Year Return
–
AUM
$302M
AUM Growth
+$302M
(+37%)
Cap. Flow
+$59.4M
Cap. Flow
% of AUM
19.66%
Top 10 Holdings %
Top 10 Hldgs %
67.52%
Holding
99
New
8
Increased
57
Reduced
18
Closed
5
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$53.3M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$1.48M |
| 3 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$1.25M |
| 4 |
TSMC
TSM
|
$1.04M |
| 5 |
WisdomTree US Efficient Core Fund
NTSX
|
$966K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.13M |
| 2 |
Booking.com
BKNG
|
$1.07M |
| 3 |
Visa
V
|
$607K |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$597K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$320K |
Sector Composition
| 1 | Technology | 2.03% |
| 2 | Financials | 1.9% |
| 3 | Industrials | 1.65% |
| 4 | Consumer Staples | 1.44% |
| 5 | Consumer Discretionary | 1.22% |
