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Profesionally Managed Portfo shares owned by Hanson McClain Advisors

Quarter-by-quarter ownership of Profesionally Managed Portfo (CAFX) shares owned by Hanson McClain Advisors from 13F filings

Historical chart of Hanson McClain Advisors investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Hanson McClain Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Hanson McClain Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $36k 1.5k 25.02

More positions owned by Hanson McClain Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple Call Call Option (Principal) (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Hanson McClain Advisors

Top funds holding Profesionally Managed Portfo

Advisor Group Holdings
Envestnet Asset Management
Envestnet Portfolio Solutions
Mml Investors Services
Principal Securities
Branch Banking & Trust Company
National Asset Management
Goldman Sachs Group
Flow Traders US
Jane Street
Kestra Advisory Services
Transamerica Financial Advisors
Essex Savings Bank
Kestra Investment Management
Citadel Advisors

View all funds holding Profesionally Managed Portfo