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
$161M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$12.4M
3
+$4.44M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.31M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.06M

Top Sells

1
+$4.4M
2
+$4.39M
3
+$3.86M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$2.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.34M

Sector Composition

1 Financials 5.53%
2 Technology 3.74%
3 Industrials 3.44%
4 Consumer Discretionary 2.89%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$50K 0.03%
1,283
127
$49K 0.03%
1,584
+14
128
$47K 0.03%
1,378
-13,548
129
$47K 0.03%
781
+3
130
$46K 0.03%
181
-35
131
$46K 0.03%
608
132
$46K 0.03%
377
-632
133
$45K 0.03%
1,009
-55
134
$45K 0.03%
522
+36
135
$45K 0.03%
1,394
136
$43K 0.03%
937
+638
137
$43K 0.03%
422
+413
138
$42K 0.03%
2,498
139
$41K 0.03%
390
+197
140
$41K 0.03%
1,090
+21
141
$41K 0.03%
525
142
$41K 0.03%
780
-80
143
$40K 0.02%
101
-15
144
$39K 0.02%
5,140
-514
145
$39K 0.02%
1,755
+7
146
$38K 0.02%
514
+7
147
$38K 0.02%
146
-33
148
$37K 0.02%
169
149
$37K 0.02%
2,780
150
$37K 0.02%
512
4 5
6
7 8