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
$179M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.4M
3
+$10.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.93M
5
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$6.57M

Top Sells

1
+$16.8M
2
+$16.8M
3
+$16.8M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.01M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$8.91M

Sector Composition

1 Consumer Discretionary 1.29%
2 Technology 1.08%
3 Consumer Staples 0.33%
4 Energy 0.16%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-225,864
77
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78
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-61,140
79
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-22,195
80
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-16,380
81
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-32,062
82
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-6,238
83
– –
-98,536
84
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-103,011
1 2 3
4