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
151
$46K 0.03%
257
152
$46K 0.03%
601
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$45K 0.03%
584
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154
$44K 0.02%
2,431
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155
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$44K 0.02%
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196
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158
$43K 0.02%
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159
$43K 0.02%
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160
$42K 0.02%
300
161
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660
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162
$41K 0.02%
396
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$41K 0.02%
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164
$40K 0.02%
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165
$39K 0.02%
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166
$39K 0.02%
2,780
167
$38K 0.02%
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168
$38K 0.02%
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173
$37K 0.02%
474
174
$36K 0.02%
281
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175
$36K 0.02%
406
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