PFA

Pinnacle Family Advisors Portfolio holdings

AUM $227M
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.74M
3
+$9.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.02M
5
GLD icon
SPDR Gold Trust
GLD
+$7.96M

Top Sells

1
+$18.9M
2
+$7.32M
3
+$6.04M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$5.41M
5
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$5.32M

Sector Composition

1 Consumer Discretionary 1.29%
2 Technology 1%
3 Energy 0.14%
4 Consumer Staples 0.12%
5 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,582
77
– –
-54,638
78
– –
-9,645
79
– –
-47,515
80
– –
-4,531
1 2 3
4