PFA
Professional Financial Advisors Portfolio holdings
AUM
$491M
1-Year Est. Return
14.66%
This Fund
S&P 500
1 Year Est. Return
+14.66%
AUM
$491M
AUM Growth
+$1.56M
(+0.32%)
Holding
152
Top Buys
| 1 | +$9.65M | |
| 2 | +$5.59M | |
| 3 | +$4.76M | |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$4.76M |
| 5 |
Invesco RAFI Strategic US ETF
IUS
|
+$4.41M |
Top Sells
| 1 | +$11.7M | |
| 2 | +$8.76M | |
| 3 | +$6.39M | |
| 4 |
Vanguard US Quality Factor ETF
VFQY
|
+$3.93M |
| 5 |
Vanguard Total World Bond ETF
BNDW
|
+$3.79M |
Sector Composition
| 1 | Financials | 2.51% |
| 2 | Technology | 1.72% |
| 3 | Industrials | 1.22% |
| 4 | Consumer Staples | 0.89% |
| 5 | Communication Services | 0.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard Total Bond Market
BND
$152B
| – | – |
-3,265
|
|
||
152
American Express
AXP
$227B
| – | – |
-620
|
|