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
$170M
AUM Growth
-$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.96M
3
+$3.94M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.47M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.27M

Top Sells

1
+$16.4M
2
+$10.4M
3
+$7.86M
4
TSLA icon
Tesla
TSLA
+$4.29M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.47M

Sector Composition

1 Consumer Discretionary 5.57%
2 Technology 4.64%
3 Energy 0.91%
4 Financials 0.34%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.86%
+8,200
27
$1.41M 0.83%
17,566
+758
28
$1.17M 0.69%
62,973
+13,956
29
$1.11M 0.65%
17,253
+4,402
30
$1.04M 0.61%
40,563
-1,134
31
$1.03M 0.6%
37,577
+1,380
32
$996K 0.59%
8,736
+5,245
33
$992K 0.58%
52,743
+13,515
34
$984K 0.58%
26,159
+14,878
35
$958K 0.56%
+11,197
36
$899K 0.53%
38,550
-2,840
37
$806K 0.47%
18,715
-1,250
38
$727K 0.43%
7,268
-159
39
$718K 0.42%
13,896
+1,279
40
$715K 0.42%
6,266
-1,383
41
$706K 0.42%
9,971
-3,733
42
$668K 0.39%
10,275
-2,664
43
$656K 0.39%
5,594
+690
44
$608K 0.36%
6,459
-178
45
$596K 0.35%
12,941
-250
46
$582K 0.34%
+5,284
47
$581K 0.34%
7,451
-2,032
48
$570K 0.34%
3,877
+14
49
$557K 0.33%
13,721
-332
50
$549K 0.32%
2,189
-35
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2
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