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
$148M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$3.01M
3
+$2.98M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$2.92M
5
PYPL icon
PayPal
PYPL
+$2.28M

Top Sells

1
+$8.42M
2
+$1.73M
3
+$1.65M
4
NEM icon
Newmont
NEM
+$1.34M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.27M

Sector Composition

1 Consumer Discretionary 17.16%
2 Technology 16.02%
3 Financials 2.79%
4 Healthcare 2.26%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 1.01%
3,002
-48
27
$1.47M 0.99%
+24,556
28
$1.28M 0.86%
20,995
+45
29
$989K 0.67%
26,695
+255
30
$886K 0.6%
8,000
+2
31
$885K 0.6%
+16,765
32
$850K 0.57%
10,127
+7,455
33
$843K 0.57%
126,546
+72,229
34
$721K 0.49%
2,190
35
$657K 0.44%
10,946
+8
36
$656K 0.44%
8,046
+4,349
37
$640K 0.43%
6,260
+2,380
38
$602K 0.41%
1,280
39
$594K 0.4%
5,031
-71,349
40
$577K 0.39%
8,194
+53
41
$563K 0.38%
8,010
-21
42
$536K 0.36%
13,649
+2,867
43
$512K 0.35%
4,203
+19
44
$512K 0.35%
38,562
-4,236
45
$478K 0.32%
7,493
+13
46
$406K 0.27%
18,878
+260
47
$381K 0.26%
+1,710
48
$336K 0.23%
2,654
49
$316K 0.21%
1,894
+7
50
$312K 0.21%
12,550
-1,550
1
2
3 4