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
$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
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-46,380
77
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78
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-18,546
79
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-18,020
80
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-44,067
81
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-77,318
82
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-167,718
83
– –
-18,405
84
– –
-10,450
1 2 3
4