PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$206M
1-Year Return
17.51%
This Quarter Return
+11.6%
1 Year Return
+17.51%
3 Year Return
+83.64%
5 Year Return
+193.04%
10 Year Return
–
AUM
$206M
AUM Growth
+$21.8M
(+12%)
Cap. Flow
+$7.25M
Cap. Flow
% of AUM
3.53%
Top 10 Holdings %
Top 10 Hldgs %
50.5%
Holding
134
New
25
Increased
54
Reduced
42
Closed
10
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$8.62M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$3.82M |
| 3 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
+$2.93M |
| 4 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$2.82M |
| 5 |
SPDR Gold Trust
GLD
|
+$2.3M |
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$3.57M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$3.42M |
| 3 |
iShares Biotechnology ETF
IBB
|
+$3.04M |
| 4 |
iShares US Telecommunications ETF
IYZ
|
+$3.04M |
| 5 |
iShares Select U.S. REIT ETF
ICF
|
+$2.9M |
Sector Composition
| 1 | Consumer Discretionary | 6.91% |
| 2 | Technology | 6.71% |
| 3 | Energy | 0.91% |
| 4 | Financials | 0.52% |
| 5 | Communication Services | 0.42% |
