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
$191M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$9.47M
3
+$9.41M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.18M

Top Sells

1
+$6.36M
2
+$4.15M
3
+$2.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.22M
5
QCOM icon
Qualcomm
QCOM
+$2.13M

Sector Composition

1 Consumer Discretionary 16.31%
2 Technology 8.66%
3 Financials 4.65%
4 Communication Services 2.16%
5 Materials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.01%
5
27
$1.88M 0.99%
31,795
-1,917
28
$1.84M 0.97%
39,577
+597
29
$1.81M 0.95%
23,913
+5,569
30
$1.81M 0.95%
20,769
+9,728
31
$1.77M 0.93%
+71,212
32
$1.73M 0.91%
+3,625
33
$1.44M 0.75%
6,590
+481
34
$1.39M 0.73%
41,085
-188,100
35
$1.33M 0.7%
25,977
+2,466
36
$1.29M 0.68%
18,217
+830
37
$1.14M 0.6%
17,089
+6,636
38
$1.12M 0.59%
38,760
+4,054
39
$1.1M 0.58%
42,073
+15,044
40
$1.09M 0.57%
10,595
-8,163
41
$1.09M 0.57%
16,950
+3,396
42
$1.06M 0.55%
11,628
-254
43
$1.04M 0.54%
9,544
-10,199
44
$892K 0.47%
6,860
+2,689
45
$880K 0.46%
15,612
-4,751
46
$863K 0.45%
+33,860
47
$862K 0.45%
20,459
+444
48
$826K 0.43%
27,847
+290
49
$759K 0.4%
6,867
-1,041
50
$739K 0.39%
7,140
+4,400
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