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
$191M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$9.47M
3
+$9.41M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.18M

Top Sells

1
+$6.36M
2
+$4.15M
3
+$2.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.22M
5
QCOM icon
Qualcomm
QCOM
+$2.13M

Sector Composition

1 Consumer Discretionary 16.31%
2 Technology 8.66%
3 Financials 4.65%
4 Communication Services 2.16%
5 Materials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$730K 0.38%
6,401
-3,684
52
$714K 0.37%
3,028
-5,508
53
$689K 0.36%
4,776
-3,286
54
$672K 0.35%
10,550
+1,226
55
$564K 0.3%
9,964
+2,312
56
$563K 0.3%
4,955
+59
57
$554K 0.29%
8,010
-1,305
58
$553K 0.29%
5,668
+814
59
$546K 0.29%
33,900
-6,318
60
$531K 0.28%
8,847
+380
61
$528K 0.28%
8,109
-32,659
62
$519K 0.27%
+10,178
63
$493K 0.26%
+7,480
64
$488K 0.26%
13,791
-856
65
$485K 0.25%
9,973
+1,485
66
$473K 0.25%
17,934
+2,966
67
$472K 0.25%
10,437
-7,779
68
$468K 0.25%
2,534
-78
69
$465K 0.24%
891
-2,163
70
$447K 0.23%
5,914
-3,187
71
$445K 0.23%
11,721
+1,646
72
$439K 0.23%
7,636
+1,116
73
$401K 0.21%
+15,612
74
$392K 0.21%
9,624
-175
75
$388K 0.2%
6,451
-416
1 2
3
4 5