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PFA

Professional Financial Advisors Portfolio holdings

AUM $578M
1-Year Est. Return 19.5%
This Fund
S&P 500
This Quarter Est. Return
+12%
1 Year Est. Return
+19.5%
3 Year Est. Return
+52.77%
5 Year Est. Return
+53.84%
10 Year Est. Return
–
AUM
$578M
AUM Growth
+$87M
Cap. Flow
+$38.5M
Cap. Flow %
6.65%
Top 10 Hldgs %
63.01%
Holding
157
New
20
Increased
74
Reduced
45
Closed
11

Top Buys

1
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$62.6M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.9M
3
COF icon
Capital One
COF
+$1.61M
4
META icon
Meta Platforms (Facebook)
META
+$1.5M
5
TSM icon
TSMC
TSM
+$1.5M

Top Sells

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$33.9M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.09M
3
SCHW
Charles Schwab
SCHW
+$1.64M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.35M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.35M

Sector Composition

1 Financials 2.12%
2 Technology 1.97%
3 Industrials 0.93%
4 Communication Services 0.91%
5 Consumer Discretionary 0.73%

No holdings matched the selected filter criteria.

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