— Know what they know.
Not Investment Advice

PFBC NASDAQ

Preferred Bank
1W: -2.7% 1M: +2.3% 3M: -0.2% YTD: +11.9% 1Y: +19.2% 3Y: +86.3% 5Y: +85.6%
$106.48
+0.49 (+0.46%)
 
Weekly Expected Move ±2.8%
$100 $103 $106 $109 $112
NASDAQ · Financial Services · Banks - Regional · Tech Score Buy · Power 64 · $1.3B mcap · 11M float · 1.17% daily turnover · Short 54% of daily vol

ETF Exposure

146
ETFs Holding
Total ETF Value
1.21%
Max Weight
0.098%
Avg Weight

ETF Holdings by Value

ETFs Holding PFBC

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 NIR
0.0500% 602 6.4% 28.9 0.02%
2 AVUV
Avantis U.S. Small Cap Value ETF
0.1400% 791 8.2% 11.4 0.02%
3 VITSX
0.0015% 3,474 33.4% 58.2 0.01%
4 VTI
Vanguard Morningstar Total Stock Market ETF
0.0015% 3,474 33.4% 58.2 0.01%
5 VTSAX
0.0015% 3,474 33.4% 58.2 0.01%
6 VSMPX
0.0015% 3,474 33.4% 58.2 0.01%
7 SCHD
Schwab U.S. Dividend Equity ETF
0.0298% 100 41.6% 23.9 0.03%
8 IWM
iShares Russell 2000 ETF
0.0250% 1,973 3.3% 7.7 0.01%
9 NJM
0.0211% 1,897 8.0% 18.1 0.01%
10 KRE
State Street SPDR S&P Regional Banking ETF
0.3933% 167 11.3% 14.8 0.03%
11 VEXAX
0.0135% 3,302 7.4% 13.8 0.01%
12 VIEIX
0.0135% 3,302 7.4% 13.8 0.01%
13 VEMPX
0.0135% 3,302 7.4% 13.8 0.01%
14 VXF
Vanguard Extended Market ETF
0.0135% 3,302 7.4% 13.8 0.01%
15 FSSNX
0.0380% 1,900 7.0% 17.5 0.01%
16 SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
0.0670% 606 5.3% 38.2 0.02%
17 VTMSX
0.0787% 600 5.0% 29.8 0.02%
18 VTSIX
0.0787% 603 5.4% 27.7 0.02%
19 DFAT
Dimensional - US Targeted Value ETF
0.0626% 1,179 6.7% 26.5 0.02%
20 NLT
0.1100% 339 11.9% 29.7 0.01%
21 NAJ
0.0556% 1,376 6.9% 9.3 0.02%
22 VTWO
Vanguard Russell 2000 ETF
0.0366% 1,990 3.1% 8.9 0.02%
23 SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
0.1392% 349 9.9% 50.6 0.01%
24 SCHA
Schwab U.S. Small-Cap ETF
0.0282% 1,752 2.9% 17.8 0.02%
25 FSMAX
0.0140% 3,169 7.2% 16.2 0.01%
26 DFMC
U.S. Micro Cap Portfolio ETF
0.0766% 1,719 3.9% 19.1 0.02%
27 XSVM
Invesco S&P SmallCap Value with Momentum ETF
0.7580% 118 16.2% 19.3 0.03%
28 DFAS
Dimensional - US Small Cap ETF
0.0286% 2,034 2.7% 17.4 0.01%
29 FNDA
Schwab Fundamental U.S. Small Company Index ETF
0.0480% 911 3.5% 36.5 0.02%
30 PSC
Principal U.S. Small-Cap Multi-Factor ETF
0.1508% 488 9.1% -18.7 0.02%
31 VIOO
Vanguard S&P Small-Cap 600 ETF
0.0626% 603 5.3% 28.4 0.02%
32 DES
WisdomTree U.S. SmallCap Dividend Fund
0.1625% 510 9.6% 32.3 0.03%
33 DFAC
Dimensional - US Core Equity 2 ETF
0.0065% 2,516 27.6% 28.6 0.01%
34 FSMD
Fidelity Small-Mid Multifactor ETF
0.1200% 597 4.2% 21.6 0.01%
35 DCOR
Dimensional - US Core Equity 1 ETF
0.0062% 2,494 28.5% 33.1 0.01%
36 AVSC
Avantis U.S. Small Cap Equity ETF
0.0800% 1,529 3.4% 17.2 0.01%
37 IWC
iShares Micro-Cap ETF
0.1820% 1,356 5.6% 9.1 0.01%
38 FSKAX
0.0020% 3,590 32.1% 42.0 0.01%
39 MASKX
0.0372% 1,547 3.0% -0.9 0.01%
40 MDSKX
0.0372% 1,547 3.0% -0.9 0.01%
41 IJE
0.1495% 1,269 13.3% 27.3 0.01%
42 XSLV
Invesco S&P SmallCap Low Volatility ETF
0.8914% 117 11.3% 21.0 0.04%
43 VFAIX
0.0123% 413 44.0% 17.2 0.02%
44 VFH
Vanguard Financials ETF
0.0123% 424 44.3% 17.3 0.02%
45 FISVX
0.0770% 1,395 6.2% 9.4 0.02%
46 SLY
SPDR S&P 600 Small Cap ETF
0.0704% 603 6.0% 14.4 0.03%
47 AVUVX
0.1100% 698 7.8% 12.6 0.02%
48 BRSV
EA Series Trust - EA Bridgeway Select Small-Cap Value ETF
0.4800% 178 9.6% 8.4 0.02%
49 VIOG
Vanguard S&P Small-Cap 600 Growth ETF
0.1294% 349 9.8% 40.1 0.01%
50 DXUV
Dimensional - US Vector Equity ETF
0.0226% 2,244 24.5% 23.8 0.01%
51 DFSV
Dimensional - US Small Cap Value ETF
0.0048% 1,056 7.5% 21.3 0.02%
52 PRFZ
Invesco RAFI US 1500 Small-Mid ETF
0.0478% 1,488 3.9% 15.8 0.01%
53 AVUS
Avantis U.S. Equity ETF
0.0100% 1,918 30.5% 39.9 0.01%
54 DFUV
Dimensional - US Marketwide Value ETF
0.0075% 1,322 26.9% 18.1 0.02%
55 VTWV
Vanguard Russell 2000 Value ETF
0.0753% 1,421 5.3% 18.1 0.03%
56 VFMF
Vanguard U.S. Multifactor ETF
0.1389% 606 8.8% 17.0 0.02%
57 EES
WisdomTree U.S. SmallCap Fund
0.1314% 867 8.2% 20.8 0.02%
58 SEIS
SEI Exchange Traded Funds - SEI Select Small Cap ETF
0.1500% 369 10.4% 31.1 0.01%
59 DPST LEV
Direxion Daily Regional Banks Bull 3X ETF
0.2767% 167 7.9% 14.9 0.03%
60 GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
0.0800% 1,379 3.7% 2.9 0.01%
61 FNCMX
0.0030% 2,704 58.0% 56.9 0.33%
62 SMLV
State Street SPDR US Small Cap Low Volatility Index ETF
0.3199% 394 5.9% 35.9 0.03%
63 XSHQ
Invesco S&P SmallCap Quality ETF
0.2663% 116 22.0% 18.9 0.02%
64 SCHB
Schwab U.S. Broad Market ETF
0.0016% 2,389 34.6% 63.2 0.01%
65 RWJ
Invesco S&P SmallCap 600 Revenue ETF
0.0340% 604 14.0% 18.6 0.02%
66 VFVA
Vanguard U.S. Value Factor ETF
0.0756% 666 7.9% 15.8 0.02%
67 VBAIX
0.0010% 3,201 20.6% 58.2 0.01%
68 VBINX
0.0010% 3,121 19.2% 43.0 0.01%
69 VBIAX
0.0010% 3,201 20.6% 58.2 0.01%
70 FZROX
0.0020% 2,664 34.0% 43.2 0.01%
71 PKW
Invesco BuyBack Achievers ETF
0.0362% 287 41.2% 16.8 0.01%
72 RSSL
Global X - Russell 2000 ETF
0.0400% 1,969 3.3% 8.6 0.02%
73 VFQY
Vanguard U.S. Quality Factor ETF
0.1177% 439 15.0% 31.9 0.01%
74 VITNX
0.0015% 3,029 32.0% 43.0 0.01%
75 VITPX
0.0015% 3,036 33.5% 58.2 0.01%
76 RZG
Invesco S&P SmallCap 600 Revenue ETF
0.4010% 126 17.9% 24.8 0.01%
77 FSCC
Federated Hermes MDT Small Cap Core ETF
0.1122% 310 11.8% 8.4 0.01%
78 QABA
First Trust NASDAQ ABA Community Bank Index Fund
0.5200% 160 25.3% 11.5 0.03%
79 FZIPX
0.0160% 2,162 3.1% 22.9 0.02%
80 SMMD
iShares Russell 2500 ETF
0.0103% 2,483 3.1% 24.0 0.01%
81 DFUS
Dimensional U.S. Equity ETF
0.0018% 2,225 35.9% 64.0 0.01%
82 DFAU
Dimensional - US Core Equity Market ETF
0.0026% 2,204 34.8% 43.3 0.01%
83 BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
0.0500% 836 4.5% 21.7 0.01%
84 SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
0.0022% 1,511 36.2% 67.5 0.01%
85 TILT
Northern Trust Morningstar US Market Factor Tilt ETF
0.0128% 1,903 27.2% 51.6 0.01%
86 ROSC
Hartford Multifactor Small Cap ETF
0.5304% 312 10.0% 19.0 0.03%
87 IWV
iShares Russell 3000 ETF
0.0011% 2,589 34.5% 62.4 0.01%
88 AIMS
Acuitas Small Cap Active ETF
0.2700% 279 12.0% 31.3 0.01%
89 SFGV
Sequoia Global Value ETF
0.0200% 523 46.4% 23.8 0.02%
90 NMV
0.0010% 2,552 34.3% 54.4 0.01%
91 FNCL
Fidelity MSCI Financials Index ETF
0.0100% 382 48.8% 16.8 0.02%
92 SQLV
Royce Quant Small-Cap Quality Value ETF
0.5200% 303 7.5% 16.7 0.02%
93 QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
0.0747% 541 5.8% 27.6 0.02%
94 EBI
Longview Advantage ETF
0.0300% 1,745 28.0% 21.4 0.01%
95 FLXSX
0.0410% 1,656 3.4% 13.2 0.02%
96 DTD
WisdomTree U.S. Total Dividend Fund
0.0104% 809 24.0% 26.6 0.02%
97 FSML
Franklin Small Cap Enhanced ETF
0.0900% 297 13.5% 36.5 0.01%
98 OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
0.0473% 1,106 12.1% 16.9 0.02%
99 NSCS
Nuveen Small Cap Select
1.2125% 84 19.3% 20.1 0.01%
100 WSML
iShares MSCI World Small-Cap ETF
0.0157% 3,667 2.4% 23.3 0.02%
101 HKK
0.0157% 1,062 5.9% 19.8 0.02%
102 RNSC
First Trust Small Cap US Equity Select ETF
0.2100% 314 21.6% 35.1 0.05%
103 VTHR
Vanguard Russell 3000 ETF
0.0014% 2,973 33.3% 58.7 0.01%
104 AVSCX
0.0700% 1,108 3.7% 10.8 0.01%
105 FLQS
Franklin U.S. Small Cap Multifactor Index ETF
0.1700% 490 9.7% 24.0 0.02%
106 PSCF
Invesco S&P SmallCap Financials ETF
0.2722% 160 15.6% 22.9 0.03%
107 ITWO
ProShares Russell 2000 High Income ETF
0.0370% 1,969 3.1% 9.2 0.02%
108 BSMAX
0.0046% 1,892 3.2% 16.9 0.01%
109 DFSU
Dimensional - US Sustainability Core 1 ETF
0.0027% 1,980 31.6% 40.0 0.01%
110 VLU
State Street SPDR S&P 1500 Value Tilt ETF
0.0082% 1,455 19.0% 34.1 0.02%
111 AFSM
First Trust Active Factor Small Cap ETF
0.0400% 320 8.2% 10.9 0.02%
112 FNDB
Schwab Fundamental U.S. Broad Market Index ETF
0.0035% 1,619 20.6% 24.6 0.02%
113 AVUSX
0.0100% 1,611 27.2% 30.5 0.01%
114 URTY LEV
ProShares - UltraPro Russell2000
0.0163% 1,972 18.8% 9.2 0.02%
115 MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
0.0056% 1,819 6.1% 16.0 0.01%
116 UWM LEV
ProShares - Ultra Russell2000
0.0145% 1,971 33.2% 9.2 0.02%
117 BASMX
0.0006% 1,980 19.0% 76.2 0.01%
118 VFLQ
Vanguard U.S. Liquidity Factor ETF
0.0800% 199 1.2% 16.1 0.01%
119 AOA
iShares Core 80/20 Aggressive Allocation ETF
0.0008% 6,456 18.5% 50.5 0.02%
120 HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
0.5100% 150 16.3% 35.4 0.03%
121 GRPZ
Invesco S&P SmallCap 600 GARP ETF
0.8506% 87 19.2% 16.8 0.01%
122 AOR
iShares Core 60/40 Balanced Allocation ETF
0.0006% 6,456 14.2% 50.5 0.02%
123 DMRS
DeltaShares S&P 600 Managed Risk ETF
0.0600% 547 2.2% 8.6 0.02%
124 EBIT
Harbor AlphaEdge Small Cap Earners ETF (EBIT)
0.1596% 595 8.2% 19.2 0.03%
125 AVTM
Avantis Total Equity Markets ETF 1
—% 1,707 41.1% 46.6 0.01%
126 PQSV
PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Value ETF
0.1200% 777 2.1% 12.4 0.03%
127 IWMW
iShares Russell 2000 BuyWrite ETF
0.0251% 1,971 3.3% 7.7 0.01%
128 SAA LEV
ProShares - Ultra SmallCap600
0.0527% 603 4.2% 38.2 0.02%
129 AOM
iShares Core 40/60 Moderate Allocation ETF
0.0004% 6,456 9.7% 50.5 0.02%
130 GTPE
Goldman Sachs MSCI World Private Equity Return Tracker ETF
0.0200% 1,576 20.0% 45.1 0.01%
131 RESM
Columbia Research Enhanced Small Cap ETF
0.0800% 1,012 4.9% -5.6 0.01%
132 STSB
iShares Factors US Small Blend Style ETF
0.0700% 840 6.2% -6.1 0.04%
133 SQLT
iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF
0.0556% 488 8.6% 30.6 0.01%
134 MMTM
State Street SPDR S&P 1500 Momentum Tilt ETF
0.0021% 1,471 39.1% 91.9 0.01%
135 FVI
First Trust Total US Market AlphaDEX ETF
0.0100% 410 0.3% 28.6 0.02%
136 AOK
iShares Core 30/70 Conservative Allocation ETF
0.0003% 6,456 7.3% 50.5 0.02%
137 DDDD
YieldMax U.S. Stocks Target Double Distribution ETF
0.0300% 98 41.6% 23.8 0.03%
138 HDG
ProShares - Hedge Replication ETF
0.0065% 1,968 0.6% 9.2 0.02%
139 ITDF
iShares LifePath Target Date 2050 ETF
0.0007% 7,920 20.2% 48.3 0.02%
140 ITDE
iShares LifePath Target Date 2045 ETF
0.0006% 7,935 18.5% 48.5 0.02%
141 ITDD
iShares LifePath Target Date 2040 ETF
0.0005% 7,935 16.6% 48.4 0.02%
142 ITDG
iShares LifePath Target Date 2055 ETF
0.0008% 7,920 21.3% 48.0 0.02%
143 ITDC
iShares LifePath Target Date 2035 ETF
0.0004% 7,935 14.7% 48.8 0.02%
144 RB
ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETF
0.0362% 1,961 2.8% 8.8 0.02%
145 ITDH
iShares LifePath Target Date 2060 ETF
0.0008% 7,920 21.6% 47.9 0.02%
146 ITDI
iShares LifePath Target Date 2065 ETF
0.0008% 7,920 21.6% 47.9 0.02%
147 ITDB
iShares LifePath Target Date 2030 ETF
0.0002% 7,935 12.1% 49.3 0.02%
148 ITDJ
iShares LifePath Target Date 2070 ETF
0.0008% 7,920 21.6% 47.9 0.02%
149 ISCV
iShares Morningstar Small Cap Value ETF
0.0200% 1,040 5.1% 18.2 0.02%
150 JKL
iShares Morningstar Small-Cap Value ETF
0.0200% 1,040 5.1% 18.2 0.02%
151 IRTR
iShares LifePath Retirement ETF
0.0001% 7,935 9.2% 49.4 0.02%
152 XJR
iShares ESG Select Screened S&P Small-Cap ETF
0.0300% 546 5.8% 28.0 0.02%
153 IJR
iShares Core S&P Small-Cap ETF
0.0600% 602 5.2% 38.3 0.02%
154 IJT
iShares S&P Small-Cap 600 Growth ETF
0.1300% 347 9.7% 50.0 0.01%
155 IWN
iShares Russell 2000 Value ETF
0.0600% 1,405 5.4% 13.0 0.02%
156 SMLF
iShares U.S. Small-Cap Equity Factor ETF
0.0500% 934 6.9% 22.4 0.02%
Tech Financial Healthcare Consumer Cycl. Industrials Energy

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms