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
$179M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.18M
3
+$3.02M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$1.76M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Top Sells

1
+$5.86M
2
+$5.82M
3
+$5.3M
4
WBND
Western Asset Total Return ETF
WBND
+$3.77M
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$3.7M

Sector Composition

1 Industrials 2.73%
2 Financials 2.71%
3 Technology 2.44%
4 Consumer Staples 2.38%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$36K 0.02%
321
177
$35K 0.02%
239
178
$35K 0.02%
3,106
+19
179
$35K 0.02%
405
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180
$35K 0.02%
778
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181
$34K 0.02%
+377
182
$34K 0.02%
354
183
$33K 0.02%
220
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184
$32K 0.02%
647
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185
$31K 0.02%
918
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186
$30K 0.02%
325
187
$30K 0.02%
1,705
-437
188
$29K 0.02%
270
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189
$29K 0.02%
625
190
$29K 0.02%
720
191
$29K 0.02%
288
192
$28K 0.02%
253
193
$28K 0.02%
300
194
$28K 0.02%
1,148
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195
$28K 0.02%
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196
$28K 0.02%
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197
$28K 0.02%
159
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198
$27K 0.02%
960
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199
$27K 0.02%
1,379
200
$27K 0.02%
907
+158
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