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
176
$25K 0.02%
262
177
$25K 0.02%
895
178
$25K 0.02%
473
179
$24K 0.01%
125
180
$24K 0.01%
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181
$24K 0.01%
565
182
$23K 0.01%
473
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183
$23K 0.01%
351
184
$23K 0.01%
288
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185
$22K 0.01%
604
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186
$22K 0.01%
231
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187
$22K 0.01%
131
188
$22K 0.01%
1,347
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189
$22K 0.01%
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$22K 0.01%
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191
$21K 0.01%
392
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$21K 0.01%
376
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193
$20K 0.01%
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$20K 0.01%
166
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195
$20K 0.01%
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$20K 0.01%
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$19K 0.01%
375
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198
$19K 0.01%
85
199
$19K 0.01%
824
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200
$19K 0.01%
548
+2
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