PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$206M
1-Year Return
17.51%
This Quarter Return
+17.11%
1 Year Return
+17.51%
3 Year Return
+83.64%
5 Year Return
+193.04%
10 Year Return
–
AUM
$163M
AUM Growth
+$15.4M
(+10%)
Cap. Flow
+$350K
Cap. Flow
% of AUM
0.21%
Top 10 Holdings %
Top 10 Hldgs %
48.76%
Holding
149
New
70
Increased
27
Reduced
22
Closed
25
Top Buys
| 1 |
O'Reilly Automotive
ORLY
|
$5.37M |
| 2 |
Freeport-McMoran
FCX
|
$3.09M |
| 3 |
Align Technology
ALGN
|
$2.5M |
| 4 |
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
$2.32M |
| 5 |
Qualcomm
QCOM
|
$2.13M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$9.18M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$5.54M |
| 3 |
iShares Morningstar Growth ETF
ILCG
|
$4.97M |
| 4 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$4.81M |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
$4.81M |
Sector Composition
| 1 | Consumer Discretionary | 20.44% |
| 2 | Technology | 14.5% |
| 3 | Industrials | 3.45% |
| 4 | Healthcare | 3.1% |
| 5 | Communication Services | 2.23% |
