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
$112M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$7.76M
2 +$7.68M
3 +$2.68M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.91M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.89M

Top Sells

1 +$11.2M
2 +$10.3M
3 +$9.74M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$9.52M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.07M

Sector Composition

1 Consumer Discretionary 5.3%
2 Technology 2.83%
3 Communication Services 2.75%
4 Financials 1.61%
5 Industrials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,411
77
-71,084
78
-9,482
79
-16,830
80
-48,210