PFA
Professional Financial Advisors Portfolio holdings
AUM
$431M
This Quarter Return
+5.68%
1 Year Return
+11.26%
3 Year Return
+48.41%
5 Year Return
+81.56%
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+15%)
Cap. Flow
-$51.3M
Cap. Flow
% of AUM
-30.32%
Top 10 Holdings %
Top 10 Hldgs %
67.66%
Holding
81
New
6
Increased
30
Reduced
20
Closed
21
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$7.08M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$2.53M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$2.2M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.97M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.69M |
Top Sells
| 1 |
Amazon
AMZN
|
$26.7M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$24.1M |
| 3 |
WisdomTree US Efficient Core Fund
NTSX
|
$4.04M |
| 4 |
ProShares Ultra S&P500
SSO
|
$3.89M |
| 5 |
WisdomTree International Efficient Core Fund
NTSI
|
$3.15M |
Sector Composition
| 1 | Financials | 3.86% |
| 2 | Industrials | 3.2% |
| 3 | Technology | 2.43% |
| 4 | Consumer Staples | 2.23% |
| 5 | Consumer Discretionary | 1.65% |
