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
$207M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$5.61M
3
+$2.12M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.97M
5
FCUS icon
Pinnacle Focused Opportunities ETF
FCUS
+$1.47M

Top Sells

1
+$3.89M
2
+$2.59M
3
+$1.88M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.75M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.71M

Sector Composition

1 Technology 6.77%
2 Consumer Discretionary 5.85%
3 Energy 0.68%
4 Financials 0.43%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 0.95%
+75,616
27
$1.9M 0.92%
7,814
+3,692
28
$1.78M 0.86%
13,854
+123
29
$1.74M 0.84%
75,242
+2,882
30
$1.74M 0.84%
22,903
+357
31
$1.71M 0.83%
33,268
+1,159
32
$1.68M 0.81%
19,124
-8,242
33
$1.57M 0.76%
20,034
+1,179
34
$1.56M 0.76%
20,662
+9,179
35
$1.43M 0.69%
45,527
+22,122
36
$1.42M 0.69%
3,343
-9,144
37
$1.39M 0.67%
28,803
+14,894
38
$1.31M 0.63%
62,757
+2,894
39
$1.21M 0.59%
19,446
-375
40
$1.09M 0.53%
24,126
+4,072
41
$1.05M 0.51%
+3,620
42
$996K 0.48%
45,151
+8,145
43
$971K 0.47%
8,429
+24
44
$960K 0.46%
21,999
-508
45
$938K 0.45%
10,567
+4,970
46
$903K 0.44%
39,765
+1,451
47
$901K 0.44%
22,386
+12,260
48
$739K 0.36%
26,376
+1,578
49
$733K 0.35%
6,814
+146
50
$731K 0.35%
8,208
+410
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