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Aryn Sands

@Professional Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$390.497MTotal holdings106
Assets growth rate1.23%Assets growth rate (2-Q avg)3.87%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Professional Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Professional Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 390.497M in assets, with a quarterly growth rate of 1.23% and a 2-quarter average growth rate of 3.87%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPTMSpdr Ser Tr
Recent Activity
Increased 1.39%
27.91%
$108.973M
1.526M shares@ $71.43 avg price
AGGIshares Tr
Recent Activity
Increased 1.26%
16.5%
$64.413M
664,736 shares@ $96.91 avg price
NTSXWisdomtree Tr
Recent Activity
Increased 2%
5.24%
$20.454M
438,072 shares@ $46.7 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 6.49%
3.92%
$15.285M
259,371 shares@ $58.93 avg price
VOOVanguard Index Fds
Recent Activity
Increased 45.84%
3.01%
$11.752M
21,811 shares@ $538.8 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.77%
2.53%
$9.865M
34,041 shares@ $289.81 avg price
NTSIWisdomtree Tr
Recent Activity
Increased 4.01%
1.98%
$7.719M
219,711 shares@ $35.14 avg price
SGOVIshares Tr
Recent Activity
Increased 6.57%
1.47%
$5.74M
57,218 shares@ $100.33 avg price
DGROIshares Tr
Recent Activity
Increased 0.04%
1.45%
$5.636M
91,888 shares@ $61.34 avg price
BILSpdr Ser Tr
Recent Activity
Increased 5.53%
1.37%
$5.341M
58,417 shares@ $91.44 avg price