PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$206M
This Quarter Return
+4.12%
1 Year Return
+17.51%
3 Year Return
+83.64%
5 Year Return
+193.04%
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(-3.6%)
Cap. Flow
-$6.9M
Cap. Flow
% of AUM
-3.81%
Top 10 Holdings %
Top 10 Hldgs %
50.96%
Holding
130
New
30
Increased
31
Reduced
46
Closed
21
Top Buys
| 1 |
VanEck Semiconductor ETF
SMH
|
$3.39M |
| 2 |
iShares Expanded Tech Sector ETF
IGM
|
$3.13M |
| 3 |
iShares US Financial Services ETF
IYG
|
$3.03M |
| 4 |
Invesco S&P MidCap Momentum ETF
XMMO
|
$2.99M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.03M |
Top Sells
| 1 |
Invesco S&P 500 Top 50 ETF
XLG
|
$6.75M |
| 2 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$5.65M |
| 3 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$3.77M |
| 4 |
Invesco QQQ Trust
QQQ
|
$3.36M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$3.08M |
Sector Composition
| 1 | Technology | 6.85% |
| 2 | Consumer Discretionary | 5.74% |
| 3 | Energy | 0.87% |
| 4 | Communication Services | 0.41% |
| 5 | Financials | 0.34% |
