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
$175M
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$8.26M
3
+$7.67M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$6.98M
5
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$6.94M

Top Sells

1
+$11.6M
2
+$6.83M
3
+$6.01M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$5.77M

Sector Composition

1 Consumer Discretionary 1.83%
2 Technology 1.26%
3 Industrials 0.44%
4 Communication Services 0.33%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-56,250
77
– –
-15,476
78
– –
-17,169
79
– –
-21,553
80
– –
-6,775
81
– –
-38,205
82
– –
-7,000
1 2 3
4