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
$127M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$750K
3
+$695K
4
CHGG icon
Chegg
CHGG
+$469K
5
RNG icon
RingCentral
RNG
+$432K

Top Sells

1
+$1.16M
2
+$840K
3
+$776K
4
AMT icon
American Tower
AMT
+$595K
5
MELI icon
Mercado Libre
MELI
+$495K

Sector Composition

1 Technology 5.36%
2 Financials 4.4%
3 Industrials 3.93%
4 Consumer Staples 3.84%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$47K 0.04%
1,570
+14
127
$47K 0.04%
860
-5,660
128
$46K 0.04%
216
129
$46K 0.04%
683
+570
130
$46K 0.04%
2,028
-123
131
$45K 0.04%
179
132
$44K 0.03%
116
-9
133
$44K 0.03%
1,406
+2
134
$43K 0.03%
1,042
+5
135
$41K 0.03%
879
136
$41K 0.03%
1,394
137
$40K 0.03%
330
+2
138
$40K 0.03%
512
139
$39K 0.03%
1,064
140
$38K 0.03%
1,069
+373
141
$37K 0.03%
1,283
+92
142
$37K 0.03%
1,748
143
$37K 0.03%
2,498
144
$36K 0.03%
759
145
$36K 0.03%
525
146
$35K 0.03%
5,654
+14
147
$35K 0.03%
251
148
$34K 0.03%
1,377
+410
149
$34K 0.03%
720
150
$34K 0.03%
486
+2
4 5
6
7 8