PFA

Pinnacle Family Advisors Portfolio holdings

AUM $184M
This Quarter Return
-3.65%
1 Year Return
+9.63%
3 Year Return
+39.77%
5 Year Return
+235.51%
10 Year Return
AUM
$184M
AUM Growth
-$22.7M
Cap. Flow
-$11.7M
Cap. Flow %
-6.36%
Top 10 Hldgs %
45.06%
Holding
131
New
17
Increased
47
Reduced
45
Closed
22
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$740K0.4% 8,178
-30
-0.4%
-$2.72K
$670K0.36% 3,920
+662
+20%
+$113K
$670K0.36% 5,594
-151
-3%
-$18.1K
$662K0.36%
+7,844
New
+$662K
$650K0.35%
+30,947
New
+$650K
$641K0.35% 3,766
+177
+5%
+$30.1K
$620K0.34%
+4,687
New
+$620K
$578K0.31% 7,329
-13,333
-65%
-$1.05M
$577K0.31% 6,571
-197
-3%
-$17.3K
$574K0.31% 27,646
+269
+1%
+$5.58K
$570K0.31% 9,677
-1,314
-12%
-$77.4K
$546K0.3% 11,205
+329
+3%
+$16K
$539K0.29% 17,264
+588
+4%
+$18.4K
$538K0.29% 1,011
+9
+0.9%
+$4.79K
$531K0.29% 6,927
-2,477
-26%
-$190K
$516K0.28% 2,321
-5,493
-70%
-$1.22M
$514K0.28% 10,816
-1,292
-11%
-$61.4K
$514K0.28%
+11,199
New
+$514K
$509K0.28% 11,034
+128
+1%
+$5.9K
$489K0.27% 9,952
+24
+0.2%
+$1.18K
$487K0.26%
+2,304
New
+$487K
$481K0.26% 8,258
-2
-0%
-$117
$481K0.26% 5,588
+20
+0.4%
+$1.72K
$479K0.26% 5,860
+1,305
+29%
+$107K
$470K0.26% 1,268
-150
-11%
-$55.6K