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
$207M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$5.61M
3
+$2.12M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.97M
5
FCUS icon
Pinnacle Focused Opportunities ETF
FCUS
+$1.47M

Top Sells

1
+$3.89M
2
+$2.59M
3
+$1.88M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.75M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.71M

Sector Composition

1 Technology 6.77%
2 Consumer Discretionary 5.85%
3 Energy 0.68%
4 Financials 0.43%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$730K 0.35%
5,544
-1,052
52
$725K 0.35%
17,815
-1,940
53
$725K 0.35%
+7,484
54
$719K 0.35%
9,404
+169
55
$718K 0.35%
5,745
-14
56
$713K 0.35%
+3,180
57
$612K 0.3%
6,768
+1,334
58
$599K 0.29%
+25,125
59
$597K 0.29%
+3,589
60
$585K 0.28%
5,568
+91
61
$582K 0.28%
1,418
-66
62
$580K 0.28%
3,258
-50
63
$577K 0.28%
10,991
+5,636
64
$568K 0.27%
12,108
+3,026
65
$560K 0.27%
27,377
+4,411
66
$557K 0.27%
10,876
-112
67
$550K 0.27%
5,680
+324
68
$519K 0.25%
10,906
+750
69
$499K 0.24%
646
70
$487K 0.24%
16,676
+181
71
$483K 0.23%
9,928
+420
72
$460K 0.22%
5,013
-23
73
$457K 0.22%
+3,823
74
$454K 0.22%
1,002
+11
75
$454K 0.22%
7,890
+296
1 2
3
4 5