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
$193M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.93M
3
+$3.48M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.35M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.32M

Top Sells

1
+$8.49M
2
+$4.59M
3
+$3.39M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$3.13M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.03M

Sector Composition

1 Technology 6.45%
2 Consumer Discretionary 6.17%
3 Energy 0.81%
4 Healthcare 0.47%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 0.97%
+34,410
27
$1.78M 0.92%
68,144
+11,451
28
$1.78M 0.92%
+20,454
29
$1.76M 0.91%
6,729
-5
30
$1.75M 0.91%
+18,771
31
$1.72M 0.89%
32,109
-898
32
$1.72M 0.89%
13,731
-890
33
$1.71M 0.89%
+7,760
34
$1.69M 0.87%
+31,950
35
$1.68M 0.87%
+21,175
36
$1.64M 0.85%
72,360
-4,362
37
$1.61M 0.84%
22,546
-15,498
38
$1.51M 0.78%
18,855
-851
39
$1.34M 0.69%
59,863
-812
40
$1.24M 0.64%
19,821
-2,444
41
$1.02M 0.53%
22,507
-816
42
$983K 0.51%
8,405
-1,041
43
$945K 0.49%
20,054
-113
44
$928K 0.48%
11,483
+4,935
45
$910K 0.47%
38,314
+1,184
46
$893K 0.46%
+6,596
47
$882K 0.46%
+19,755
48
$873K 0.45%
4,122
-124
49
$854K 0.44%
37,006
+4,710
50
$828K 0.43%
13,989
+495
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