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
$231M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.07M
3
+$4.74M
4
WBND
Western Asset Total Return ETF
WBND
+$4.15M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.54M

Top Sells

1
+$1.88M
2
+$1.05M
3
+$572K
4
CCD
Calamos Dynamic Convertible & Income Fund
CCD
+$565K
5
PGX icon
Invesco Preferred ETF
PGX
+$538K

Sector Composition

1 Financials 3.81%
2 Technology 3.8%
3 Industrials 2.65%
4 Communication Services 2.11%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$33K 0.01%
473
202
$32K 0.01%
351
203
$32K 0.01%
126
204
$32K 0.01%
+645
205
$32K 0.01%
1,209
206
$32K 0.01%
219
+2
207
$32K 0.01%
2,780
208
$31K 0.01%
850
209
$31K 0.01%
+625
210
$31K 0.01%
279
211
$31K 0.01%
895
212
$31K 0.01%
1,331
213
$31K 0.01%
433
+4
214
$30K 0.01%
+252
215
$30K 0.01%
354
216
$30K 0.01%
+578
217
$29K 0.01%
+1,101
218
$29K 0.01%
12
219
$29K 0.01%
401
+3
220
$28K 0.01%
239
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$28K 0.01%
879
222
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588
223
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387
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224
$28K 0.01%
288
225
$27K 0.01%
351
+2
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9
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