PFA

Pinnacle Family Advisors Portfolio holdings

AUM $229M
1-Year Est. Return 22.32%
This Quarter Est. Return
1 Year Est. Return
+22.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$1.85M
3
+$1.67M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.52M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.28M

Top Sells

1
+$3.9M
2
+$3.65M
3
+$3.09M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.07M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.56M

Sector Composition

1 Consumer Discretionary 7.52%
2 Technology 5.86%
3 Energy 1.07%
4 Financials 0.53%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$740K 0.4%
8,178
-30
52
$670K 0.36%
3,920
+662
53
$670K 0.36%
5,594
-151
54
$662K 0.36%
+7,844
55
$650K 0.35%
+30,947
56
$641K 0.35%
3,766
+177
57
$620K 0.34%
+4,687
58
$578K 0.31%
7,329
-13,333
59
$577K 0.31%
6,571
-197
60
$574K 0.31%
27,646
+269
61
$570K 0.31%
9,677
-1,314
62
$546K 0.3%
11,205
+329
63
$539K 0.29%
17,264
+588
64
$538K 0.29%
1,011
+9
65
$531K 0.29%
6,927
-2,477
66
$516K 0.28%
2,321
-5,493
67
$514K 0.28%
10,816
-1,292
68
$514K 0.28%
+11,199
69
$509K 0.28%
11,034
+128
70
$489K 0.27%
9,952
+24
71
$487K 0.26%
+2,304
72
$481K 0.26%
8,258
-2
73
$481K 0.26%
5,588
+20
74
$479K 0.26%
5,860
+1,305
75
$470K 0.26%
1,268
-150
1 2
3
4 5