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
$217M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.6M
3
+$10.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.83M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$5.86M

Top Sells

1
+$11M
2
+$9.71M
3
+$9.69M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.11M
5
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$7.12M

Sector Composition

1 Consumer Discretionary 1.2%
2 Technology 1.06%
3 Healthcare 0.3%
4 Communication Services 0.18%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-121,276
77
– –
-18,546
78
– –
-18,020
79
– –
-44,067
80
– –
-77,318
81
– –
-167,718
82
– –
-18,405
83
– –
-10,450
84
– –
-46,380
1 2 3
4