PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$206M
1-Year Return
17.51%
This Quarter Return
+27.78%
1 Year Return
+17.51%
3 Year Return
+83.64%
5 Year Return
+193.04%
10 Year Return
–
AUM
$115M
AUM Growth
+$31.4M
(+38%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
13.06%
Top 10 Holdings %
Top 10 Hldgs %
58.8%
Holding
96
New
39
Increased
17
Reduced
18
Closed
20
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.03M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.13M |
| 3 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
$1.84M |
| 4 |
NVIDIA
NVDA
|
$1.8M |
| 5 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$1.67M |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
$2.61M |
| 2 |
iShares S&P 100 ETF
OEF
|
$2.38M |
| 3 |
iShares US Technology ETF
IYW
|
$2.12M |
| 4 |
iShares Morningstar Growth ETF
ILCG
|
$1.72M |
| 5 |
iShares US Consumer Staples ETF
IYK
|
$1.61M |
Sector Composition
| 1 | Technology | 13.54% |
| 2 | Consumer Discretionary | 13.26% |
| 3 | Communication Services | 3.73% |
| 4 | Healthcare | 3.62% |
| 5 | Financials | 2.83% |
