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
$181M
AUM Growth
-$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.13M
3
+$3.03M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$2.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.03M

Top Sells

1
+$6.75M
2
+$5.65M
3
+$3.77M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.36M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.08M

Sector Composition

1 Technology 6.85%
2 Consumer Discretionary 5.74%
3 Energy 0.87%
4 Communication Services 0.41%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$646K 0.36%
+7,317
52
$607K 0.34%
+3,073
53
$588K 0.32%
2,209
+29
54
$563K 0.31%
3,300
+964
55
$557K 0.31%
6,064
-230
56
$524K 0.29%
1,400
+325
57
$514K 0.28%
10,943
+6,073
58
$499K 0.28%
16,807
+79
59
$485K 0.27%
9,975
-115
60
$467K 0.26%
5,214
-12
61
$446K 0.25%
+6,548
62
$443K 0.24%
4,780
-2,280
63
$440K 0.24%
+8,960
64
$438K 0.24%
9,117
+1,769
65
$437K 0.24%
6,595
+1,615
66
$434K 0.24%
+4,691
67
$430K 0.24%
+4,723
68
$430K 0.24%
7,815
-406
69
$425K 0.23%
+3,219
70
$422K 0.23%
7,453
-704
71
$416K 0.23%
11,848
-793
72
$409K 0.23%
+20,004
73
$404K 0.22%
993
+15
74
$403K 0.22%
+6,793
75
$399K 0.22%
1,172
+199
1 2
3
4 5