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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
VTIVanguard Index Fds
Recent Activity
Decreased -1.77%
2.53%
$9.865M
34,041 shares@ $289.81 avg price
MTUMIshares Tr
Recent Activity
Decreased -0.15%
1.14%
$4.423M
21,375 shares@ $206.93 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -0.86%
1.1%
$4.26M
18,682 shares@ $228.05 avg price
AAPLApple Inc
Recent Activity
Decreased -2.94%
0.87%
$3.387M
13,527 shares@ $250.42 avg price
PGROPutnam Etf Trust
Recent Activity
Decreased -1.05%
0.71%
$2.756M
71,052 shares@ $38.79 avg price
TFLOIshares Tr
Recent Activity
Decreased -11.98%
0.68%
$2.651M
52,520 shares@ $50.48 avg price
SSOProshares Tr
Recent Activity
Decreased -0.84%
0.6%
$2.314M
25,018 shares@ $92.51 avg price
KKRKkr & Co Inc
Recent Activity
Decreased -1.26%
0.46%
$1.778M
12,022 shares@ $147.92 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.58%
0.43%
$1.649M
3,226 shares@ $511.22 avg price
ITOTIshares Tr
Recent Activity
Decreased -0.62%
0.38%
$1.454M
11,305 shares@ $128.63 avg price