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
176
$24K 0.02%
262
177
$24K 0.02%
464
+171
178
$24K 0.02%
588
179
$24K 0.02%
286
+1
180
$24K 0.02%
565
181
$23K 0.02%
895
182
$23K 0.02%
421
+3
183
$23K 0.02%
2,517
184
$23K 0.02%
1,331
185
$22K 0.02%
351
+2
186
$22K 0.02%
484
187
$21K 0.02%
466
+200
188
$21K 0.02%
230
+1
189
$21K 0.02%
144
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131
+1
192
$20K 0.02%
193
193
$20K 0.02%
456
-30
194
$19K 0.02%
602
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$19K 0.02%
300
196
$19K 0.02%
405
197
$19K 0.02%
503
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198
$19K 0.02%
70
199
$18K 0.01%
1,343
-112
200
$18K 0.01%
85
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8
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