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
$232M
AUM Growth
+$338K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$5.54M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.94M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$3.28M

Top Sells

1
+$8.82M
2
+$5.95M
3
+$2.59M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.15M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$830K

Sector Composition

1 Financials 3.15%
2 Industrials 2.73%
3 Technology 2.3%
4 Consumer Staples 1.85%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$34K 0.01%
+926
177
$33K 0.01%
300
178
$33K 0.01%
1,020
-2,788
179
$32K 0.01%
959
+563
180
$32K 0.01%
+1,626
181
$32K 0.01%
126
182
$32K 0.01%
646
+1
183
$32K 0.01%
599
-37
184
$32K 0.01%
184
+1
185
$32K 0.01%
220
+1
186
$31K 0.01%
1,331
187
$31K 0.01%
+395
188
$31K 0.01%
588
189
$31K 0.01%
145
+1
190
$30K 0.01%
1,152
-31,871
191
$30K 0.01%
1,379
192
$30K 0.01%
625
193
$30K 0.01%
800
194
$30K 0.01%
+1,715
195
$30K 0.01%
+1,204
196
$29K 0.01%
895
197
$29K 0.01%
850
198
$29K 0.01%
276
-3
199
$29K 0.01%
288
200
$29K 0.01%
169
6 7
8
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