Portfolio (Quarterly)
Guide ↗
Professional Financial Advisors, LLC
· CIK 0001798221| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SCZ | ISHARES TR | — | 77,927 | $6.0M | 1.26% | SOLD |
| 2 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 4,327 | $1.5M | 0.31% | SOLD |
| 3 | TLT | ISHARES TR | — | 11,725 | $1.0M | 0.22% | SOLD |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | — | 5,353 | $1.0M | 0.21% | SOLD |
| 5 | LPG | DORIAN LPG LTD | Energy | 7,349 | $219K | 0.05% | SOLD |
| 6 | VLU | SPDR SERIES TRUST | — | 1,009 | $206K | 0.04% | SOLD |
| 7 | LMT | LOCKHEED MARTIN CORP | Industrials | 404 | $202K | 0.04% | SOLD |
Sector Allocation
Financial Services
39.6%
Technology
21.8%
Communication Services
11.2%
Industrials
9.4%
Consumer Defensive
8.6%
Consumer Cyclical
8.0%
Healthcare
0.8%
Energy
0.6%