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
$350M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.48M
3
+$5.98M
4
RSST icon
Return Stacked US Stocks & Managed Futures ETF
RSST
+$3.9M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.72M

Top Sells

1
+$12.1M
2
+$7.79M
3
+$1.78M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.28M
5
TSM icon
TSMC
TSM
+$1.04M

Sector Composition

1 Financials 2.36%
2 Technology 1.63%
3 Industrials 1.41%
4 Consumer Staples 1.31%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$184K 0.05%
10,456
-40
102
$9.76K ﹤0.01%
1,152
103
– –
-3,095
104
– –
-8,325
105
– –
-523
106
– –
-2,151
107
– –
-10,011
1 2 3 4
5