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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
DFUSDimensional Etf Trust
Recent Activity
New Position
0.29%
$1.12M
17,565 shares@ $63.76 avg price
DFUVDimensional Etf Trust
Recent Activity
New Position
0.2%
$748,703
18,297 shares@ $40.92 avg price
DFASDimensional Etf Trust
Recent Activity
New Position
0.15%
$569,016
8,743 shares@ $65.09 avg price
NVDANvidia Corporation
Recent Activity
New Position
0.06%
$210,031
1,564 shares@ $134.3 avg price
ROKRockwell Automation Inc
Recent Activity
New Position
0.06%
$200,053
700 shares@ $285.79 avg price