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
$394M
AUM Growth
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.49M
3
+$1.22M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.18M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$715K

Top Sells

1
+$1.48M
2
+$723K
3
+$651K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$311K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$294K

Sector Composition

1 Financials 3%
2 Technology 1.64%
3 Consumer Staples 1.15%
4 Industrials 1.13%
5 Communication Services 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$591K 0.15%
15,014
-1,135
77
$578K 0.15%
9,259
-77
78
$559K 0.14%
2,156
+271
79
$554K 0.14%
3,249
-59
80
$530K 0.13%
4,428
-8
81
$524K 0.13%
8,762
+19
82
$464K 0.12%
21,098
+3,159
83
$450K 0.11%
2,806
-154
84
$421K 0.11%
752
-56
85
$411K 0.1%
7,954
86
$365K 0.09%
7,204
-215
87
$347K 0.09%
1,654
+16
88
$309K 0.08%
4,299
+20
89
$305K 0.08%
16,401
90
$295K 0.07%
1,186
91
$285K 0.07%
5,521
+45
92
$283K 0.07%
772
93
$272K 0.07%
20,532
+988
94
$269K 0.07%
3,511
+133
95
$245K 0.06%
+5,313
96
$241K 0.06%
1,722
+11
97
$240K 0.06%
8,409
+42
98
$235K 0.06%
+2,352
99
$234K 0.06%
+1,371
100
$228K 0.06%
+9,865
1 2 3
4
5