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
$127M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$750K
3
+$695K
4
CHGG icon
Chegg
CHGG
+$469K
5
RNG icon
RingCentral
RNG
+$432K

Top Sells

1
+$1.16M
2
+$840K
3
+$776K
4
AMT icon
American Tower
AMT
+$595K
5
MELI icon
Mercado Libre
MELI
+$495K

Sector Composition

1 Technology 5.36%
2 Financials 4.4%
3 Industrials 3.93%
4 Consumer Staples 3.84%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$104K 0.08%
1,614
102
$104K 0.08%
+1,724
103
$99K 0.08%
2,045
+15
104
$95K 0.07%
9,777
+32
105
$92K 0.07%
572
+1
106
$90K 0.07%
3,318
107
$88K 0.07%
595
108
$82K 0.06%
4,412
109
$80K 0.06%
1,407
110
$74K 0.06%
1,150
+6
111
$70K 0.06%
5,145
112
$63K 0.05%
570
113
$63K 0.05%
449
114
$62K 0.05%
1,115
+1
115
$60K 0.05%
1,026
116
$58K 0.05%
+215
117
$57K 0.04%
151
+1
118
$57K 0.04%
3,097
+106
119
$57K 0.04%
+1,686
120
$56K 0.04%
1,697
121
$54K 0.04%
536
+382
122
$54K 0.04%
1,255
+11
123
$51K 0.04%
+1,284
124
$48K 0.04%
4,125
125
$47K 0.04%
1,570
+14
3 4
5
6 7