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
$163M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$13.4M
3 +$11.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$11.7M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.57M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.81%
2 Technology 0.56%
3 Energy 0.36%
4 Industrials 0.28%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$386K 0.24%
+8,555
52
$385K 0.24%
+3,856
53
$379K 0.23%
+6,774
54
$369K 0.23%
+14,348
55
$325K 0.2%
+8,680
56
$306K 0.19%
+3,396
57
$278K 0.17%
+3,225
58
$218K 0.13%
+15,315