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
$179M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.18M
3
+$3.02M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$1.76M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Top Sells

1
+$5.86M
2
+$5.82M
3
+$5.3M
4
WBND
Western Asset Total Return ETF
WBND
+$3.77M
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$3.7M

Sector Composition

1 Industrials 2.73%
2 Financials 2.71%
3 Technology 2.44%
4 Consumer Staples 2.38%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$69K 0.04%
729
127
$69K 0.04%
1,472
+55
128
$67K 0.04%
2,452
+1,573
129
$67K 0.04%
468
130
$65K 0.04%
6,472
131
$64K 0.04%
1,407
132
$64K 0.04%
1,100
133
$63K 0.04%
2,268
+324
134
$60K 0.03%
2,079
+950
135
$60K 0.03%
1,437
-433
136
$58K 0.03%
+2,505
137
$58K 0.03%
1,315
+716
138
$53K 0.03%
1,174
+8
139
$53K 0.03%
683
140
$52K 0.03%
960
-1
141
$51K 0.03%
513
142
$50K 0.03%
1,281
+12
143
$50K 0.03%
1,026
144
$49K 0.03%
539
+7
145
$49K 0.03%
1,697
146
$49K 0.03%
935
+1
147
$49K 0.03%
576
+1
148
$49K 0.03%
371
+151
149
$49K 0.03%
688
-380
150
$47K 0.03%
1,018
4 5
6
7 8