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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
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 2.62%
1.18%
$4.573M
48,134 shares@ $95.02 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.51%
1.17%
$4.537M
10,010 shares@ $453.29 avg price
RSSTTidal Tr Ii
Recent Activity
Increased 2.3%
1.15%
$4.465M
186,814 shares@ $23.91 avg price
BNDWVanguard Scottsdale Fds
Recent Activity
Increased 1.46%
1.08%
$4.202M
61,621 shares@ $68.19 avg price
DBMFLitman Gregory Fds Tr
Recent Activity
Increased 7.91%
1.05%
$4.079M
155,936 shares@ $26.16 avg price
VFQYVanguard Wellington Fd
Recent Activity
Increased 5.54%
0.89%
$3.464M
24,585 shares@ $140.9 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 0.55%
0.79%
$3.083M
53,694 shares@ $57.41 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 7.84%
0.7%
$2.725M
6,465 shares@ $421.5 avg price
IDMOInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 5.35%
0.66%
$2.556M
62,902 shares@ $40.64 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 4.42%
0.64%
$2.493M
10,298 shares@ $242.14 avg price