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
$188M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$4.25M
3
+$2.93M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.54M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.53M

Top Sells

1
+$4.22M
2
+$3.99M
3
+$3.95M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.08M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M

Sector Composition

1 Consumer Discretionary 5.86%
2 Technology 5.5%
3 Energy 0.85%
4 Financials 0.33%
5 Real Estate 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$590K 0.31%
2,180
-9
52
$587K 0.31%
10,783
+1,677
53
$582K 0.31%
6,294
-165
54
$510K 0.27%
10,090
+443
55
$506K 0.27%
16,728
+88
56
$495K 0.26%
5,920
-1,531
57
$476K 0.25%
4,590
+392
58
$472K 0.25%
8,157
+526
59
$471K 0.25%
11,186
-14,973
60
$461K 0.25%
8,221
-45
61
$458K 0.24%
1,798
-15
62
$455K 0.24%
2,187
-7,910
63
$453K 0.24%
12,641
+12
64
$419K 0.22%
5,226
+24
65
$417K 0.22%
3,384
+10
66
$411K 0.22%
978
67
$385K 0.21%
3,512
-5
68
$384K 0.2%
2,336
-1,541
69
$370K 0.2%
1,075
-4
70
$355K 0.19%
5,895
+780
71
$355K 0.19%
7,348
-151
72
$348K 0.19%
+973
73
$341K 0.18%
+6,540
74
$338K 0.18%
+4,980
75
$308K 0.16%
+3,994
1 2
3
4 5