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
$193M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.93M
3
+$3.48M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.35M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.32M

Top Sells

1
+$8.49M
2
+$4.59M
3
+$3.39M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$3.13M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.03M

Sector Composition

1 Technology 6.45%
2 Consumer Discretionary 6.17%
3 Energy 0.81%
4 Healthcare 0.47%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$819K 0.42%
11,595
+5,000
52
$782K 0.4%
6,668
-583
53
$760K 0.39%
7,798
-164
54
$731K 0.38%
9,235
-15
55
$731K 0.38%
23,405
+13,491
56
$712K 0.37%
5,759
-24
57
$690K 0.36%
24,798
+1,484
58
$651K 0.34%
5,477
+263
59
$630K 0.33%
13,909
-7,765
60
$630K 0.33%
2,233
+24
61
$593K 0.31%
3,308
+8
62
$577K 0.3%
5,356
+1,502
63
$572K 0.3%
+646
64
$570K 0.3%
1,484
+84
65
$544K 0.28%
10,988
+45
66
$524K 0.27%
16,495
-312
67
$511K 0.26%
5,597
-5,304
68
$491K 0.25%
22,966
+2,962
69
$486K 0.25%
1,796
-2
70
$483K 0.25%
5,036
-1,028
71
$482K 0.25%
10,156
+181
72
$470K 0.24%
+34,846
73
$470K 0.24%
9,508
+391
74
$456K 0.24%
991
-2
75
$455K 0.24%
7,881
+66
1 2
3
4 5