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
$122M
AUM Growth
-$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.96M
3
+$1.9M
4
AAPL icon
Apple
AAPL
+$1.07M
5
IBM icon
IBM
IBM
+$795K

Top Sells

1
+$7.81M
2
+$4.04M
3
+$3.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.15M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.8M

Sector Composition

1 Technology 14.43%
2 Consumer Discretionary 13.59%
3 Financials 1.82%
4 Energy 1.56%
5 Real Estate 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$494K 0.4%
11,379
-142
52
$493K 0.4%
9,563
-254
53
$486K 0.4%
3,355
-3,695
54
$482K 0.39%
10,292
+398
55
$461K 0.38%
5,232
+325
56
$446K 0.36%
+3,324
57
$442K 0.36%
+11,281
58
$420K 0.34%
14,559
-14,160
59
$416K 0.34%
3,272
+366
60
$414K 0.34%
17,139
+5,066
61
$393K 0.32%
7,435
-6,116
62
$368K 0.3%
24,957
+6,601
63
$362K 0.3%
4,150
+1,713
64
$361K 0.29%
23,810
-6,290
65
$326K 0.27%
1,194
+504
66
$326K 0.27%
12,532
+1,095
67
$325K 0.27%
4,269
68
$316K 0.26%
16,252
-245
69
$315K 0.26%
8,127
+102
70
$299K 0.24%
14,280
+234
71
$290K 0.24%
5,534
+992
72
$287K 0.23%
3,200
-3,504
73
$287K 0.23%
3,572
-751
74
$287K 0.23%
9,149
-6,993
75
$282K 0.23%
+1,612
1 2
3
4 5