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
$107M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$3.03M
3
+$2.75M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.31M
5
SPVU icon
Invesco S&P 500 Enhanced Value ETF
SPVU
+$947K

Top Sells

1
+$740K
2
+$248K
3
+$246K
4
NYT icon
New York Times
NYT
+$239K
5
FLEX icon
Flex
FLEX
+$236K

Sector Composition

1 Technology 5.17%
2 Consumer Discretionary 4.79%
3 Industrials 4.22%
4 Consumer Staples 3.77%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$84K 0.08%
+3,931
102
$82K 0.08%
+1,379
103
$82K 0.08%
+571
104
$79K 0.07%
+595
105
$78K 0.07%
+1,918
106
$73K 0.07%
+900
107
$68K 0.06%
+3,318
108
$65K 0.06%
+1,144
109
$63K 0.06%
+1,407
110
$56K 0.05%
+449
111
$56K 0.05%
+4,412
112
$54K 0.05%
+150
113
$54K 0.05%
+2,991
114
$54K 0.05%
+1,114
115
$52K 0.05%
+5,145
116
$51K 0.05%
+570
117
$51K 0.05%
+904
118
$51K 0.05%
+1,026
119
$49K 0.05%
+1,605
120
$49K 0.05%
+1,697
121
$48K 0.04%
+1,244
122
$45K 0.04%
+2,432
123
$44K 0.04%
+1,556
124
$43K 0.04%
+1,404
125
$41K 0.04%
+553
3 4
5
6 7