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
$231M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.95M
3
+$4.68M
4
WBND
Western Asset Total Return ETF
WBND
+$4.09M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.55M

Top Sells

1
+$1.94M
2
+$1.13M
3
+$585K
4
CCD
Calamos Dynamic Convertible & Income Fund
CCD
+$563K
5
PGX icon
Invesco Preferred ETF
PGX
+$542K

Sector Composition

1 Financials 3.81%
2 Technology 3.8%
3 Industrials 2.65%
4 Communication Services 2.11%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$45K 0.02%
1,183
+1
177
$45K 0.02%
1,198
+41
178
$45K 0.02%
759
179
$45K 0.02%
701
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180
$45K 0.02%
1,394
181
$44K 0.02%
513
182
$43K 0.02%
2,498
183
$43K 0.02%
169
184
$43K 0.02%
1,548
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185
$42K 0.02%
117
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186
$42K 0.02%
631
187
$41K 0.02%
1,608
188
$40K 0.02%
270
189
$40K 0.02%
169
190
$40K 0.02%
768
191
$38K 0.02%
2,142
192
$37K 0.02%
720
193
$37K 0.02%
601
-2
194
$36K 0.02%
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195
$36K 0.02%
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196
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697
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197
$35K 0.02%
300
198
$33K 0.01%
1,379
199
$33K 0.01%
144
200
$33K 0.01%
183
+1
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