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
$107M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$3.03M
3
+$2.75M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.31M
5
SPVU icon
Invesco S&P 500 Enhanced Value ETF
SPVU
+$947K

Top Sells

1
+$740K
2
+$248K
3
+$246K
4
NYT icon
New York Times
NYT
+$239K
5
CNI icon
Canadian National Railway
CNI
+$236K

Sector Composition

1 Technology 5.17%
2 Consumer Discretionary 4.79%
3 Industrials 4.22%
4 Consumer Staples 3.77%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$13K 0.01%
+154
202
$13K 0.01%
+795
203
$13K 0.01%
+293
204
$13K 0.01%
+359
205
$13K 0.01%
+405
206
$13K 0.01%
+372
207
$13K 0.01%
+486
208
$13K 0.01%
+543
209
$13K 0.01%
+322
210
$13K 0.01%
+894
211
$12K 0.01%
+318
212
$12K 0.01%
+239
213
$12K 0.01%
+422
214
$11K 0.01%
+389
215
$11K 0.01%
+214
216
$11K 0.01%
+250
217
$11K 0.01%
+157
218
$11K 0.01%
+188
219
$11K 0.01%
+452
220
$11K 0.01%
+410
221
$11K 0.01%
+738
222
$10K 0.01%
+266
223
$10K 0.01%
+298
224
$10K 0.01%
+63
225
$10K 0.01%
+298
7 8
9
10 11