PFA

Pinnacle Family Advisors Portfolio holdings

AUM $227M
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
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
+$14.6M
2
+$13.3M
3
+$11.1M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$11M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.36M

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
1 2
3