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
$148M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$3.01M
3
+$2.98M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$2.92M
5
PYPL icon
PayPal
PYPL
+$2.28M

Top Sells

1
+$8.42M
2
+$1.73M
3
+$1.65M
4
NEM icon
Newmont
NEM
+$1.34M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.27M

Sector Composition

1 Consumer Discretionary 17.16%
2 Technology 16.02%
3 Financials 2.79%
4 Healthcare 2.26%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$305K 0.21%
22,668
+3,090
52
$301K 0.2%
4,741
-21,044
53
$292K 0.2%
1,971
-1,312
54
$288K 0.19%
6,180
-39
55
$285K 0.19%
2,300
-651
56
$278K 0.19%
+1,107
57
$276K 0.19%
1,283
-338
58
$276K 0.19%
+1,665
59
$261K 0.18%
2,231
+9
60
$260K 0.18%
3,540
-23,500
61
$253K 0.17%
4,005
62
$249K 0.17%
3,304
-3,900
63
$247K 0.17%
+228
64
$247K 0.17%
3,056
65
$246K 0.17%
+683
66
$246K 0.17%
2,150
67
$237K 0.16%
4,548
68
$228K 0.15%
+6,540
69
$223K 0.15%
+902
70
$217K 0.15%
285
71
$216K 0.15%
+2,100
72
$215K 0.15%
132
+32
73
$213K 0.14%
+813
74
$213K 0.14%
381
-2,271
75
$209K 0.14%
+656
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3
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