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
$122M
AUM Growth
-$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.96M
3
+$1.9M
4
AAPL icon
Apple
AAPL
+$1.07M
5
IBM icon
IBM
IBM
+$795K

Top Sells

1
+$7.81M
2
+$4.04M
3
+$3.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.15M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.8M

Sector Composition

1 Technology 14.43%
2 Consumer Discretionary 13.59%
3 Financials 1.82%
4 Energy 1.56%
5 Real Estate 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$995K 0.81%
5,276
27
$919K 0.75%
14,791
+351
28
$892K 0.73%
37,252
+4,040
29
$868K 0.71%
2,300
-9,016
30
$839K 0.69%
11,994
+1,808
31
$826K 0.67%
31,364
-13,964
32
$810K 0.66%
33,884
+135
33
$795K 0.65%
+5,634
34
$785K 0.64%
+43,534
35
$757K 0.62%
4,942
+1,696
36
$727K 0.59%
24,130
+13,752
37
$724K 0.59%
2,821
-68
38
$708K 0.58%
8,271
-4,858
39
$702K 0.57%
6,420
-340
40
$679K 0.55%
5,771
-67
41
$659K 0.54%
7,660
+200
42
$637K 0.52%
43,263
-4,026
43
$634K 0.52%
13,164
+766
44
$591K 0.48%
8,424
+77
45
$573K 0.47%
11,961
+3,400
46
$565K 0.46%
10,810
+130
47
$543K 0.44%
9,147
-10
48
$542K 0.44%
1,933
+374
49
$524K 0.43%
12,814
+429
50
$498K 0.41%
33,435
-5,904
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