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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
ESGUIshares Tr
Recent Activity
Exited
0%
$262,005
2,076 shares@ $126.21 avg price
LPGDorian Lpg Ltd
Recent Activity
Exited
0%
$252,953
7,349 shares@ $34.43 avg price
LMTLockheed Martin Corp
Recent Activity
Exited
0%
$214,291
367 shares@ $583.9 avg price
FVFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$203,622
3,494 shares@ $58.28 avg price