PFA

Pinnacle Family Advisors Portfolio holdings

AUM $206M
1-Year Est. Return 17.51%
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$13.4M
3
+$11.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$11.7M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.57M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.81%
2 Technology 0.56%
3 Energy 0.36%
4 Industrials 0.28%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.2%
+22,630
27
$1.91M 1.17%
+21,600
28
$1.86M 1.14%
+86,548
29
$1.47M 0.9%
+17,201
30
$1.42M 0.87%
+25,835
31
$1.26M 0.77%
+24,300
32
$1.25M 0.77%
+81,348
33
$1.23M 0.75%
+20,734
34
$1.21M 0.74%
+25,889
35
$1.2M 0.73%
+79,527
36
$1.02M 0.63%
+20,485
37
$926K 0.57%
+40,171
38
$921K 0.56%
+31,824
39
$863K 0.53%
+54,830
40
$852K 0.52%
+18,156
41
$814K 0.5%
+50,820
42
$806K 0.49%
+90,882
43
$798K 0.49%
+43,850
44
$778K 0.48%
+41,970
45
$723K 0.44%
+17,100
46
$713K 0.44%
+15,095
47
$703K 0.43%
+5,290
48
$608K 0.37%
+28,760
49
$463K 0.28%
+4,171
50
$442K 0.27%
+48,966
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