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
$179M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.18M
3
+$3.02M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$1.76M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Top Sells

1
+$5.86M
2
+$5.82M
3
+$5.3M
4
WBND
Western Asset Total Return ETF
WBND
+$3.77M
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$3.7M

Sector Composition

1 Industrials 2.73%
2 Financials 2.71%
3 Technology 2.44%
4 Consumer Staples 2.38%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$27K 0.02%
466
202
$27K 0.02%
565
203
$26K 0.01%
604
204
$26K 0.01%
701
+2
205
$26K 0.01%
169
206
$25K 0.01%
+600
207
$25K 0.01%
235
208
$25K 0.01%
588
209
$25K 0.01%
521
+2
210
$24K 0.01%
1,101
211
$24K 0.01%
895
212
$24K 0.01%
110
213
$24K 0.01%
75
-25
214
$23K 0.01%
297
215
$23K 0.01%
1,366
+4
216
$23K 0.01%
750
217
$23K 0.01%
231
218
$23K 0.01%
193
+56
219
$22K 0.01%
850
220
$22K 0.01%
90
221
$22K 0.01%
1,797
222
$22K 0.01%
492
+6
223
$21K 0.01%
127
+1
224
$21K 0.01%
750
225
$21K 0.01%
1,331
7 8
9
10 11