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
$162M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$496K
3
+$482K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$224K
5
PSQ icon
ProShares Short QQQ
PSQ
+$217K

Top Sells

1
+$1.34M
2
+$1.26M
3
+$1.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.23M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.21M

Sector Composition

1 Financials 2.99%
2 Industrials 2.79%
3 Consumer Staples 2.69%
4 Technology 2.54%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$25K 0.02%
300
202
$25K 0.02%
270
203
$25K 0.02%
750
204
$24K 0.01%
297
205
$24K 0.01%
+1,180
206
$24K 0.01%
110
207
$24K 0.01%
+1,049
208
$24K 0.01%
524
+3
209
$23K 0.01%
127
210
$23K 0.01%
244
-152
211
$23K 0.01%
1,369
+3
212
$23K 0.01%
250
+229
213
$23K 0.01%
169
214
$23K 0.01%
267
-138
215
$22K 0.01%
235
216
$22K 0.01%
604
217
$22K 0.01%
571
-55
218
$22K 0.01%
231
219
$21K 0.01%
1,101
220
$21K 0.01%
895
221
$21K 0.01%
90
222
$21K 0.01%
1,797
223
$21K 0.01%
194
+1
224
$21K 0.01%
499
+7
225
$19K 0.01%
850
7 8
9
10 11