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
$107M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$3.03M
3
+$2.75M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.31M
5
SPVU icon
Invesco S&P 500 Enhanced Value ETF
SPVU
+$947K

Top Sells

1
+$740K
2
+$248K
3
+$246K
4
NYT icon
New York Times
NYT
+$239K
5
CNI icon
Canadian National Railway
CNI
+$236K

Sector Composition

1 Technology 5.17%
2 Consumer Discretionary 4.79%
3 Industrials 4.22%
4 Consumer Staples 3.77%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$41K 0.04%
+125
127
$40K 0.04%
+2,151
128
$39K 0.04%
+179
129
$36K 0.03%
+512
130
$35K 0.03%
+1,064
131
$35K 0.03%
+879
132
$35K 0.03%
+328
133
$35K 0.03%
+1,394
134
$34K 0.03%
+1,037
135
$33K 0.03%
+109
136
$31K 0.03%
+216
137
$31K 0.03%
+169
138
$30K 0.03%
+4,125
139
$29K 0.03%
+1,191
140
$29K 0.03%
+5,640
141
$29K 0.03%
+251
142
$28K 0.03%
+737
143
$28K 0.03%
+1,748
144
$28K 0.03%
+759
145
$28K 0.03%
+2,517
146
$28K 0.03%
+720
147
$27K 0.03%
+484
148
$26K 0.02%
+507
149
$26K 0.02%
+2,498
150
$26K 0.02%
+760
4 5
6
7 8