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
$162M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$496K
3
+$482K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$224K
5
PSQ icon
ProShares Short QQQ
PSQ
+$217K

Top Sells

1
+$1.34M
2
+$1.26M
3
+$1.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.23M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.21M

Sector Composition

1 Financials 2.99%
2 Industrials 2.79%
3 Consumer Staples 2.69%
4 Technology 2.54%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$104K 0.06%
1,880
+15
102
$104K 0.06%
1,136
+43
103
$102K 0.06%
584
104
$101K 0.06%
301
105
$101K 0.06%
+1,878
106
$101K 0.06%
1,658
+7
107
$100K 0.06%
3,589
108
$99K 0.06%
609
109
$95K 0.06%
1,445
+6
110
$91K 0.06%
+1,094
111
$90K 0.06%
2,139
+15
112
$88K 0.05%
1,991
+1,518
113
$86K 0.05%
4,940
114
$83K 0.05%
665
+1
115
$80K 0.05%
2,072
+94
116
$80K 0.05%
1,656
+23
117
$77K 0.05%
2,242
+15
118
$76K 0.05%
531
119
$74K 0.05%
164
-1,445
120
$72K 0.04%
152
121
$71K 0.04%
438
+227
122
$71K 0.04%
6,472
123
$69K 0.04%
729
124
$67K 0.04%
1,334
125
$66K 0.04%
2,988
3 4
5
6 7