PFA

Professional Financial Advisors Portfolio holdings

AUM $490M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.44%
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 +$986K
2 +$699K
3 +$660K
4
CHGG icon
Chegg
CHGG
+$413K
5
BABA icon
Alibaba
BABA
+$381K

Top Sells

1 +$1.08M
2 +$666K
3 +$652K
4
PDD icon
Pinduoduo
PDD
+$544K
5
MELI icon
Mercado Libre
MELI
+$399K

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
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464
+171
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588
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183
$23K 0.02%
421
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184
$23K 0.02%
2,517
185
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351
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484
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466
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193
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456
-30
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70
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$19K 0.02%
503
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$19K 0.02%
300
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$18K 0.01%
277
+2
200
$18K 0.01%
1,343
-112