PFA

Professional Financial Advisors Portfolio holdings

AUM $431M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$750K
3 +$695K
4
CHGG icon
Chegg
CHGG
+$469K
5
RNG icon
RingCentral
RNG
+$432K

Top Sells

1 +$1.16M
2 +$840K
3 +$776K
4
AMT icon
American Tower
AMT
+$595K
5
MELI icon
Mercado Libre
MELI
+$495K

Sector Composition

1 Technology 5.36%
2 Financials 4.4%
3 Industrials 3.93%
4 Consumer Staples 3.84%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$14.3M 11.3%
41,731
+552
2
$9.62M 7.58%
140,730
+3,194
3
$7.85M 6.19%
40,323
+787
4
$6.97M 5.49%
151,276
+6,040
5
$5.82M 4.59%
60,058
+144
6
$4.44M 3.5%
21,326
+327
7
$4.27M 3.36%
46,109
+540
8
$3.53M 2.79%
72,554
+370
9
$3.18M 2.5%
54,420
+1,487
10
$2.87M 2.27%
17,821
+836
11
$2.73M 2.15%
60,899
+4,654
12
$2.08M 1.64%
8,971
+2,997
13
$1.84M 1.45%
20,003
-164
14
$1.82M 1.44%
34,427
+2,730
15
$1.75M 1.38%
13,155
-2,809
16
$1.69M 1.33%
57,789
-1,255
17
$1.65M 1.3%
7,411
+1,635
18
$1.49M 1.17%
41,070
+312
19
$1.47M 1.15%
28,065
-3,170
20
$1.41M 1.11%
32,065
+4,281
21
$1.39M 1.09%
8,520
+20
22
$1.29M 1.02%
38,357
+3,067
23
$1.27M 1%
83,125
-2,002
24
$1.26M 0.99%
4,603
+1,284
25
$1.21M 0.95%
13,820
+3,660