PFA

Pinnacle Family Advisors Portfolio holdings

AUM $206M
1-Year Est. Return 17.51%
This Quarter Est. Return
1 Year Est. Return
+17.51%
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 +$10.6M
2 +$9.69M
3 +$9.69M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.16M
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
+$5.61M
5
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$5.53M

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