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
$188M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$4.25M
3
+$2.93M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.54M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.53M

Top Sells

1
+$4.22M
2
+$3.99M
3
+$3.95M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.08M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M

Sector Composition

1 Consumer Discretionary 5.86%
2 Technology 5.5%
3 Energy 0.85%
4 Financials 0.33%
5 Real Estate 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.82%
+31,342
27
$1.51M 0.8%
7,350
+4,636
28
$1.46M 0.78%
3,677
-9,939
29
$1.4M 0.75%
27,191
-1,447
30
$1.35M 0.72%
+17,135
31
$1.32M 0.7%
+13,780
32
$1.32M 0.7%
63,579
+10,836
33
$1.26M 0.67%
+15,228
34
$1.24M 0.66%
17,730
+477
35
$1.18M 0.63%
40,880
+3,303
36
$929K 0.5%
20,384
+7,443
37
$894K 0.48%
38,866
+316
38
$854K 0.46%
7,345
+77
39
$773K 0.41%
13,761
-135
40
$757K 0.4%
9,905
-66
41
$728K 0.39%
17,454
-1,261
42
$723K 0.39%
+6,836
43
$723K 0.39%
6,112
-154
44
$692K 0.37%
5,619
+25
45
$670K 0.36%
+7,060
46
$658K 0.35%
+11,665
47
$648K 0.35%
+16,398
48
$609K 0.32%
4,831
-3,905
49
$594K 0.32%
3,230
-4,970
50
$590K 0.31%
13,979
+258
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2
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