PFA

Pinnacle Family Advisors Portfolio holdings

AUM $229M
1-Year Est. Return 22.32%
This Fund
S&P 500
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
– –
-6,238
77
– –
-98,536
78
– –
-7,938
79
– –
-44,477
80
– –
-15,824
81
– –
-16,380
82
– –
-32,062
83
– –
-103,011
84
– –
-136,670
1 2 3
4