PFA
Professional Financial Advisors Portfolio holdings
AUM
$475M
1-Year Est. Return
12.31%
1 Year Est. Return
+12.31%
AUM
$475M
AUM Growth
+$44.2M
(+10%)
Holding
129
Top Buys
| 1 | +$4.65M | |
| 2 | +$3.63M | |
| 3 | +$2.12M | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.68M |
| 5 |
TSMC
TSM
|
+$1.57M |
Top Sells
| 1 | +$5.42M | |
| 2 | +$1.49M | |
| 3 | +$1.38M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$923K |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$276K |
Sector Composition
| 1 | Financials | 2.38% |
| 2 | Technology | 2.21% |
| 3 | Communication Services | 1.06% |
| 4 | Industrials | 1.05% |
| 5 | Consumer Staples | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
| – | – |
-11,610
|
|
||
127
Elevance Health
ELV
$75.2B
| – | – |
-3,840
|
|
||
128
iShares 7-10 Year Treasury Bond ETF
IEF
$45B
| – | – |
-56,573
|
|
||
129
KKR & Co
KKR
$109B
| – | – |
-1,680
|
|