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
$162M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$496K
3
+$482K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$224K
5
PSQ icon
ProShares Short QQQ
PSQ
+$217K

Top Sells

1
+$1.34M
2
+$1.26M
3
+$1.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.23M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.21M

Sector Composition

1 Financials 2.99%
2 Industrials 2.79%
3 Consumer Staples 2.69%
4 Technology 2.54%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$66K 0.04%
1,475
+3
127
$65K 0.04%
1,520
+3
128
$65K 0.04%
631
129
$63K 0.04%
468
130
$62K 0.04%
1,407
131
$60K 0.04%
+1,755
132
$60K 0.04%
1,100
133
$57K 0.04%
4,164
+1,650
134
$54K 0.03%
2,079
135
$54K 0.03%
513
136
$54K 0.03%
683
137
$54K 0.03%
1,426
-75
138
$53K 0.03%
2,519
+14
139
$53K 0.03%
1,448
+11
140
$51K 0.03%
2,135
-317
141
$51K 0.03%
1,330
+15
142
$51K 0.03%
142
-3,450
143
$48K 0.03%
390
+19
144
$47K 0.03%
654
-34
145
$47K 0.03%
1,296
+15
146
$47K 0.03%
601
147
$46K 0.03%
546
+7
148
$44K 0.03%
1,018
149
$44K 0.03%
1,183
+9
150
$44K 0.03%
1,697
4 5
6
7 8