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
$170M
AUM Growth
-$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.96M
3
+$3.94M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.47M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.27M

Top Sells

1
+$16.4M
2
+$10.4M
3
+$7.86M
4
TSLA icon
Tesla
TSLA
+$4.29M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.47M

Sector Composition

1 Consumer Discretionary 5.57%
2 Technology 4.64%
3 Energy 0.91%
4 Financials 0.34%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$530K 0.31%
3,019
+1,184
52
$506K 0.3%
2,714
-1,558
53
$492K 0.29%
3,604
-1,965
54
$480K 0.28%
2,743
+596
55
$477K 0.28%
16,640
+757
56
$474K 0.28%
9,106
-987
57
$460K 0.27%
5,487
-2,640
58
$445K 0.26%
9,647
+254
59
$434K 0.26%
8,266
+44
60
$433K 0.25%
+955
61
$430K 0.25%
12,629
-119
62
$422K 0.25%
+5,145
63
$420K 0.25%
7,631
+516
64
$412K 0.24%
5,075
+1,225
65
$407K 0.24%
4,198
-974
66
$404K 0.24%
1,813
67
$402K 0.24%
+4,400
68
$373K 0.22%
+10,315
69
$370K 0.22%
3,374
-1,610
70
$364K 0.21%
3,517
-221
71
$364K 0.21%
5,202
+29
72
$362K 0.21%
7,499
+293
73
$349K 0.21%
978
+373
74
$335K 0.2%
1,079
-1,840
75
$318K 0.19%
6,303
-81
1 2
3
4 5