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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
IQLTIshares Tr
Recent Activity
Increased 11.76%
0.57%
$2.196M
59,161 shares@ $37.13 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 3.98%
0.53%
$2.057M
45,849 shares@ $44.88 avg price
WMTWalmart Inc
Recent Activity
Increased 3.82%
0.53%
$2.048M
22,672 shares@ $90.35 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.33%
0.51%
$1.981M
3,383 shares@ $585.46 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.37%
0.5%
$1.914M
10,052 shares@ $190.45 avg price
RSSBTidal Tr Ii
Recent Activity
Increased 0.16%
0.48%
$1.851M
79,661 shares@ $23.25 avg price
MUBIshares Tr
Recent Activity
Increased 13.19%
0.47%
$1.82M
17,079 shares@ $106.56 avg price
NTSEWisdomtree Tr
Recent Activity
Increased 2.12%
0.47%
$1.819M
63,426 shares@ $28.69 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