PFA

Professional Financial Advisors Portfolio holdings

AUM $490M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12M
3
+$4.35M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.22M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.11M

Top Sells

1
+$4.35M
2
+$4.28M
3
+$3.8M
4
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$2.84M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.29M

Sector Composition

1 Financials 5.53%
2 Technology 3.74%
3 Industrials 3.44%
4 Consumer Discretionary 2.89%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18K 0.01%
795
202
$18K 0.01%
280
203
$18K 0.01%
292
+2
204
$18K 0.01%
318
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$17K 0.01%
894
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298
207
$17K 0.01%
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$17K 0.01%
+566
209
$17K 0.01%
437
+7
210
$16K 0.01%
264
+50
211
$16K 0.01%
738
212
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251
+1
213
$16K 0.01%
267
-138
214
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213
215
$16K 0.01%
534
-872
216
$16K 0.01%
176
217
$15K 0.01%
275
218
$15K 0.01%
64
219
$15K 0.01%
269
220
$14K 0.01%
452
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$14K 0.01%
679
+4
222
$14K 0.01%
33
223
$14K 0.01%
400
224
$14K 0.01%
180
225
$13K 0.01%
300
7 8
9
10 11