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
$127M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$750K
3
+$695K
4
CHGG icon
Chegg
CHGG
+$469K
5
RNG icon
RingCentral
RNG
+$432K

Top Sells

1
+$1.16M
2
+$840K
3
+$776K
4
AMT icon
American Tower
AMT
+$595K
5
MELI icon
Mercado Libre
MELI
+$495K

Sector Composition

1 Technology 5.36%
2 Financials 4.4%
3 Industrials 3.93%
4 Consumer Staples 3.84%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18K 0.01%
277
+2
202
$17K 0.01%
280
+3
203
$17K 0.01%
322
204
$16K 0.01%
359
205
$16K 0.01%
156
+150
206
$16K 0.01%
268
207
$16K 0.01%
176
208
$16K 0.01%
546
+3
209
$16K 0.01%
389
210
$16K 0.01%
213
211
$16K 0.01%
795
212
$15K 0.01%
894
213
$15K 0.01%
33
214
$14K 0.01%
430
+8
215
$14K 0.01%
700
216
$14K 0.01%
350
-60
217
$14K 0.01%
328
-172
218
$14K 0.01%
275
219
$14K 0.01%
188
220
$13K 0.01%
290
221
$13K 0.01%
101
+71
222
$13K 0.01%
319
+1
223
$13K 0.01%
452
224
$13K 0.01%
400
225
$12K 0.01%
250
7 8
9
10 11