PFA
Professional Financial Advisors Portfolio holdings
AUM
$431M
This Quarter Return
-0.76%
1 Year Return
+11.26%
3 Year Return
+48.41%
5 Year Return
+81.56%
10 Year Return
–
AUM
$390M
AUM Growth
+$390M
(+1.2%)
Cap. Flow
+$9.39M
Cap. Flow
% of AUM
2.41%
Top 10 Holdings %
Top 10 Hldgs %
65.35%
Holding
110
New
5
Increased
75
Reduced
23
Closed
4
Top Buys
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.99M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$361K |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$262K |
| 4 |
Dorian LPG
LPG
|
$253K |
| 5 |
Lockheed Martin
LMT
|
$214K |
Sector Composition
| 1 | Financials | 2.49% |
| 2 | Technology | 1.89% |
| 3 | Consumer Discretionary | 1.24% |
| 4 | Consumer Staples | 1.24% |
| 5 | Industrials | 1.14% |
