PFA

Professional Financial Advisors Portfolio holdings

AUM $431M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.14M
3
+$701K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$671K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$662K

Top Sells

1
+$1.06M
2
+$450K
3
+$204K
4
T icon
AT&T
T
+$184K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$69.9K

Sector Composition

1 Financials 2.27%
2 Technology 2.19%
3 Industrials 1.22%
4 Consumer Staples 1.22%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$200K 0.06%
+3,494
102
$5.85K ﹤0.01%
1,152
103
– –
-700
104
– –
-10,456
105
– –
-2,150
1 2 3 4
5