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
$232M
AUM Growth
+$338K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$5.54M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.94M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$3.28M

Top Sells

1
+$8.82M
2
+$5.95M
3
+$2.59M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.15M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$830K

Sector Composition

1 Financials 3.15%
2 Industrials 2.73%
3 Technology 2.3%
4 Consumer Staples 1.85%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$66K 0.03%
2,806
+1,198
127
$64K 0.03%
142
-1,238
128
$61K 0.03%
961
+260
129
$59K 0.03%
+1,944
130
$59K 0.03%
564
-135
131
$58K 0.03%
1,697
132
$58K 0.03%
1,026
133
$58K 0.03%
683
+75
134
$58K 0.03%
575
-12
135
$57K 0.02%
257
136
$57K 0.02%
1,018
137
$56K 0.02%
300
138
$56K 0.02%
1,166
-456
139
$56K 0.02%
1,269
+4
140
$55K 0.02%
1,994
+1,511
141
$53K 0.02%
601
142
$52K 0.02%
582
+42
143
$52K 0.02%
3,087
+15
144
$51K 0.02%
2,412
+222
145
$49K 0.02%
2,498
146
$48K 0.02%
923
-71
147
$48K 0.02%
934
+1
148
$48K 0.02%
512
149
$46K 0.02%
1,394
150
$45K 0.02%
759
4 5
6
7 8