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
$189M
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$16.6M
3 +$7.55M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$7.33M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.22M

Sector Composition

1 Consumer Discretionary 2.77%
2 Technology 1.65%
3 Communication Services 1.28%
4 Healthcare 0.25%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,531
77
-8,925
78
-84,930