PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$206M
This Quarter Return
+10.55%
1 Year Return
+17.51%
3 Year Return
+83.64%
5 Year Return
+193.04%
10 Year Return
–
AUM
$188M
AUM Growth
+$188M
(+10%)
Cap. Flow
+$4.04M
Cap. Flow
% of AUM
2.15%
Top 10 Holdings %
Top 10 Hldgs %
52.41%
Holding
115
New
22
Increased
40
Reduced
36
Closed
15
Top Buys
| 1 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$6.65M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$4.25M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$2.93M |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$1.54M |
| 5 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$1.53M |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$4.22M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$3.99M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$3.95M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.08M |
| 5 |
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% |
