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
$127M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$750K
3
+$695K
4
CHGG icon
Chegg
CHGG
+$469K
5
RNG icon
RingCentral
RNG
+$432K

Top Sells

1
+$1.16M
2
+$840K
3
+$776K
4
AMT icon
American Tower
AMT
+$595K
5
MELI icon
Mercado Libre
MELI
+$495K

Sector Composition

1 Technology 5.36%
2 Financials 4.4%
3 Industrials 3.93%
4 Consumer Staples 3.84%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$33K 0.03%
507
152
$32K 0.03%
778
153
$31K 0.02%
764
+4
154
$31K 0.02%
358
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155
$31K 0.02%
161
+53
156
$31K 0.02%
169
157
$30K 0.02%
667
+196
158
$30K 0.02%
1,332
159
$29K 0.02%
260
+1
160
$29K 0.02%
+720
161
$28K 0.02%
789
+275
162
$28K 0.02%
737
163
$28K 0.02%
2,780
164
$27K 0.02%
518
+4
165
$27K 0.02%
12
-345
166
$26K 0.02%
276
+2
167
$26K 0.02%
180
+1
168
$26K 0.02%
125
169
$26K 0.02%
+917
170
$26K 0.02%
850
171
$26K 0.02%
351
172
$25K 0.02%
2,850
173
$25K 0.02%
473
174
$25K 0.02%
214
+2
175
$25K 0.02%
529
5 6
7
8 9