PFA
Professional Financial Advisors Portfolio holdings
AUM
$431M
This Quarter Return
-0.91%
1 Year Return
+11.26%
3 Year Return
+48.41%
5 Year Return
+81.56%
10 Year Return
–
AUM
$394M
AUM Growth
+$394M
(+0.84%)
Cap. Flow
+$8.8M
Cap. Flow
% of AUM
2.23%
Top 10 Holdings %
Top 10 Hldgs %
65.41%
Holding
114
New
8
Increased
60
Reduced
33
Closed
6
Top Buys
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$1.59M |
| 2 |
Visa
V
|
$1.49M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.22M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$1.18M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$715K |
Top Sells
| 1 |
CarMax
KMX
|
$1.48M |
| 2 |
iShares MSCI Pacific ex Japan ETF
EPP
|
$723K |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$651K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$311K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$294K |
Sector Composition
| 1 | Financials | 3% |
| 2 | Technology | 1.64% |
| 3 | Consumer Staples | 1.15% |
| 4 | Industrials | 1.13% |
| 5 | Communication Services | 0.85% |
