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
$161M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$12.4M
3
+$4.44M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.31M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.06M

Top Sells

1
+$4.4M
2
+$4.39M
3
+$3.86M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$2.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.34M

Sector Composition

1 Financials 5.53%
2 Technology 3.74%
3 Industrials 3.44%
4 Consumer Discretionary 2.89%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$35K 0.02%
720
152
$35K 0.02%
2,860
+10
153
$35K 0.02%
2,142
-955
154
$35K 0.02%
766
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155
$34K 0.02%
1,331
156
$34K 0.02%
432
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157
$33K 0.02%
125
158
$31K 0.02%
655
-12
159
$31K 0.02%
144
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160
$30K 0.02%
588
161
$30K 0.02%
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162
$30K 0.02%
181
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163
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164
$29K 0.02%
351
165
$28K 0.02%
12
166
$28K 0.02%
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167
$28K 0.02%
504
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$28K 0.02%
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171
$27K 0.02%
850
172
$27K 0.02%
276
173
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225
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174
$26K 0.02%
70
175
$26K 0.02%
145
+1
5 6
7
8 9