PFA
Professional Financial Advisors Portfolio holdings
AUM
$431M
This Quarter Return
-5.1%
1 Year Return
+11.26%
3 Year Return
+48.41%
5 Year Return
+81.56%
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(-9.5%)
Cap. Flow
-$6.52M
Cap. Flow
% of AUM
-4.02%
Top 10 Holdings %
Top 10 Hldgs %
58.33%
Holding
522
New
30
Increased
135
Reduced
76
Closed
18
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$820K |
| 2 |
Mastercard
MA
|
$598K |
| 3 |
Booking.com
BKNG
|
$496K |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$482K |
| 5 |
Tesla
TSLA
|
$298K |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.34M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.26M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.24M |
| 4 |
Invesco QQQ Trust
QQQ
|
$1.23M |
| 5 |
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% |
