PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$206M
This Quarter Return
+4.08%
1 Year Return
+17.51%
3 Year Return
+83.64%
5 Year Return
+193.04%
10 Year Return
–
AUM
$163M
AUM Growth
–
Cap. Flow
+$163M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.71%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$14.1M |
| 2 |
Invesco QQQ Trust
QQQ
|
$13.4M |
| 3 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$11.7M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$11.7M |
| 5 |
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% |
