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
$224M
AUM Growth
-$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.2M
3
+$10.2M
4
IYR icon
iShares US Real Estate ETF
IYR
+$8.4M
5
FRI icon
First Trust S&P REIT Index Fund
FRI
+$3.27M

Top Sells

1
+$11.3M
2
+$11.1M
3
+$8.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.81M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$5.48M

Sector Composition

1 Consumer Discretionary 12.16%
2 Technology 11.77%
3 Financials 3.11%
4 Materials 2.63%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$747K 0.33%
11,600
-28
52
$743K 0.33%
+13,454
53
$742K 0.33%
7,286
+177
54
$734K 0.33%
9,810
-2,462
55
$679K 0.3%
2,878
+13
56
$668K 0.3%
+44,420
57
$651K 0.29%
37,566
+21,648
58
$641K 0.29%
17,713
+4,578
59
$624K 0.28%
5,077
60
$620K 0.28%
5,681
-4,644
61
$615K 0.28%
5,540
-258
62
$615K 0.28%
+9,843
63
$605K 0.27%
+7,665
64
$583K 0.26%
9,097
+557
65
$555K 0.25%
7,555
+9
66
$545K 0.24%
10,719
+50
67
$520K 0.23%
10,960
+229
68
$487K 0.22%
+3,784
69
$483K 0.22%
11,519
+4,235
70
$475K 0.21%
+2,056
71
$438K 0.2%
2,586
-25
72
$438K 0.2%
9,633
+234
73
$433K 0.19%
+3,721
74
$428K 0.19%
7,274
-86
75
$423K 0.19%
7,380
+187
1 2
3
4 5