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
$161M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$12.4M
3
+$4.44M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.31M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.06M

Top Sells

1
+$4.4M
2
+$4.39M
3
+$3.86M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$2.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.34M

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
-138
205
$17K 0.01%
268
206
$17K 0.01%
437
+7
207
$17K 0.01%
894
208
$17K 0.01%
298
209
$17K 0.01%
+566
210
$16K 0.01%
213
211
$16K 0.01%
264
+50
212
$16K 0.01%
738
213
$16K 0.01%
251
+1
214
$16K 0.01%
267
-138
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%
180
221
$14K 0.01%
452
222
$14K 0.01%
679
+4
223
$14K 0.01%
33
224
$14K 0.01%
400
225
$13K 0.01%
300
7 8
9
10 11