PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$206M
This Quarter Return
+4.64%
1 Year Return
+17.51%
3 Year Return
+83.64%
5 Year Return
+193.04%
10 Year Return
–
AUM
$121M
AUM Growth
+$8.16M
(+7.3%)
Cap. Flow
+$5.26M
Cap. Flow
% of AUM
4.36%
Top 10 Holdings %
Top 10 Hldgs %
54.25%
Holding
89
New
17
Increased
40
Reduced
17
Closed
13
Top Buys
| 1 |
First Trust S&P REIT Index Fund
FRI
|
$4.61M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$3.25M |
| 3 |
Invesco QQQ Trust
QQQ
|
$3.19M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$3.01M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.98M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 6.42% |
| 2 | Communication Services | 3.49% |
| 3 | Technology | 3.42% |
| 4 | Financials | 1.32% |
| 5 | Consumer Staples | 0.93% |
