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
$162M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$496K
3
+$482K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$224K
5
PSQ icon
ProShares Short QQQ
PSQ
+$217K

Top Sells

1
+$1.34M
2
+$1.26M
3
+$1.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.23M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.21M

Sector Composition

1 Financials 2.99%
2 Industrials 2.79%
3 Consumer Staples 2.69%
4 Technology 2.54%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$34K 0.02%
432
-144
177
$32K 0.02%
787
+9
178
$32K 0.02%
650
+3
179
$32K 0.02%
221
+1
180
$30K 0.02%
1,002
-334
181
$30K 0.02%
962
+2
182
$30K 0.02%
1,107
+200
183
$30K 0.02%
362
-15
184
$29K 0.02%
466
185
$29K 0.02%
354
186
$29K 0.02%
3,817
+571
187
$28K 0.02%
1,152
+4
188
$28K 0.02%
1,728
-703
189
$28K 0.02%
890
-28
190
$28K 0.02%
325
191
$27K 0.02%
254
+1
192
$27K 0.02%
300
193
$27K 0.02%
625
194
$27K 0.02%
1,705
195
$27K 0.02%
159
196
$27K 0.02%
565
197
$26K 0.02%
288
198
$26K 0.02%
1,626
199
$26K 0.02%
1,379
200
$26K 0.02%
720
6 7
8
9 10